Epoch Investment Partners, Inc. Unitedhealth Group Inc Transaction History

Epoch Investment Partners, Inc.

$21.7 Billion
Q3 2024

A detailed history of Epoch Investment Partners, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 781,750 shares of UNH stock, worth $391 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

781,750

Previous 865,777 9.71%

Holding current value

$391 Million

Previous $441 Million 3.67%

% of portfolio

2.11%

Previous 2.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$488.01 - $604.18 $41 Million - $50.8 Million	-84,027 Reduced 9.71%	781,750 $457 Million
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $37 Million - $44.2 Million	84,167 Added 10.77%	865,777 $441 Million
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $61.3 Million - $70.7 Million	-129,704 Reduced 14.23%	781,610 $387 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $187 Million - $203 Million	366,728 Added 67.34%	911,314 $480 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $18.4 Million - $20.9 Million	40,994 Added 8.14%	544,586 $275 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $730,833 - $838,810	1,594 Added 0.32%	503,592 $242 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $4.74 Million - $5.34 Million	-10,298 Reduced 2.01%	501,998 $237 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $25.7 Million - $28.6 Million	51,439 Added 11.16%	512,296 $272 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $2.92 Million - $3.2 Million	-5,818 Reduced 1.25%	460,857 $233 Million
Q2 2022 Aug 15, 2022	SELL	$452.06 - $546.01 $15.7 Million - $19 Million	-34,784 Reduced 6.94%	466,675 $240 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $17.1 Million - $19.5 Million	37,428 Added 8.07%	501,459 $256 Million
Q4 2021 Feb 11, 2022	SELL	$387.01 - $505.58 $6.21 Million - $8.11 Million	-16,043 Reduced 3.34%	464,031 $233 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $188 Million - $206 Million	480,074 New	480,074 $188 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $79.3 Million - $91.6 Million	-217,578 Reduced 30.67%	491,901 $197 Million
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $13.8 Million - $16.1 Million	-42,513 Reduced 5.65%	709,479 $264 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $366 Million - $430 Million	-1,203,739 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$291.16 - $323.7 $39.1 Million - $43.5 Million	-134,267 Reduced 10.03%	1,203,739 $375 Million
Q2 2020 Aug 13, 2020	SELL	$229.49 - $311.85 $51.6 Million - $70.2 Million	-225,055 Reduced 14.4%	1,338,006 $395 Million
Q1 2020 May 14, 2020	SELL	$194.86 - $305.31 $51.4 Million - $80.6 Million	-263,897 Reduced 14.44%	1,563,061 $390 Million
Q4 2019 Feb 13, 2020	BUY	$215.36 - $295.97 $17.5 Million - $24 Million	81,166 Added 4.65%	1,826,958 $537 Million
Q3 2019 Nov 13, 2019	BUY	$215.26 - $266.65 $42.2 Million - $52.3 Million	196,223 Added 12.66%	1,745,792 $379 Million
Q2 2019 Aug 13, 2019	BUY	$216.84 - $252.28 $20.3 Million - $23.6 Million	93,649 Added 6.43%	1,549,569 $378 Million
Q1 2019 May 14, 2019	SELL	$236.02 - $271.13 $81.6 Million - $93.8 Million	-345,842 Reduced 19.19%	1,455,920 $360 Million
Q4 2018 Feb 13, 2019	SELL	$232.94 - $286.33 $55.8 Million - $68.6 Million	-239,507 Reduced 11.73%	1,801,762 $449 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $70.1 Million - $76.6 Million	-283,956 Reduced 12.21%	2,041,269 $543 Million
Q2 2018 Aug 13, 2018	SELL	$217.2 - $255.98 $52.2 Million - $61.6 Million	-240,543 Reduced 9.38%	2,325,225 $570 Million
Q1 2018 May 14, 2018	SELL	$212.55 - $248.47 $645,514 - $754,603	-3,037 Reduced 0.12%	2,565,768 $549 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $8.06 Million - $9.55 Million	-41,864 Reduced 1.6%	2,568,805 $566 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $498 Million - $521 Million	2,610,669	2,610,669 $511 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $468B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

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Epoch Investment Partners, Inc. Unitedhealth Group Inc Transaction History