Evercore Wealth Management, LLC Unitedhealth Group Inc Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 347,677 shares of UNH stock, worth $208 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
347,677
Previous 352,108 1.26%
Holding current value
$208 Million
Previous $179 Million 13.36%
% of portfolio
3.05%
Previous 2.83%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$488.01 - $604.18 $2.16 Million - $2.68 Million
-4,431 Reduced 1.26%
347,677 $203 Million
Q2 2024

Aug 14, 2024
BUY
$439.2 - $524.63 $4.32 Million - $5.16 Million
9,843 Added 2.88%
352,108 $179 Million
Q1 2024

May 15, 2024
BUY
$472.6 - $545.42 $1.29 Million - $1.49 Million
2,725 Added 0.8%
342,265 $169 Million
Q4 2023

Feb 14, 2024
SELL
$509.47 - $552.97 $120,744 - $131,053
-237 Reduced 0.07%
339,540 $179 Million
Q3 2023

Nov 14, 2023
SELL
$447.75 - $510.93 $1.58 Million - $1.81 Million
-3,533 Reduced 1.03%
339,777 $171 Million
Q2 2023

Aug 04, 2023
BUY
$458.49 - $526.23 $193,024 - $221,542
421 Added 0.12%
343,310 $165 Million
Q1 2023

May 15, 2023
SELL
$460.33 - $518.33 $3.24 Million - $3.65 Million
-7,043 Reduced 2.01%
342,889 $162 Million
Q4 2022

Feb 14, 2023
SELL
$498.86 - $555.15 $1.22 Million - $1.36 Million
-2,443 Reduced 0.69%
349,932 $186 Million
Q3 2022

Nov 14, 2022
SELL
$501.24 - $549.95 $1.6 Million - $1.75 Million
-3,189 Reduced 0.9%
352,375 $178 Million
Q2 2022

Aug 15, 2022
SELL
$452.06 - $546.01 $10.5 Million - $12.6 Million
-23,136 Reduced 6.11%
355,564 $183 Million
Q1 2022

May 16, 2022
SELL
$455.89 - $520.82 $794,616 - $907,789
-1,743 Reduced 0.46%
378,700 $193 Million
Q4 2021

Feb 14, 2022
SELL
$387.01 - $505.58 $1.34 Million - $1.75 Million
-3,461 Reduced 0.9%
380,443 $191 Million
Q3 2021

Nov 15, 2021
SELL
$390.74 - $429.71 $2.35 Million - $2.59 Million
-6,022 Reduced 1.54%
383,904 $150 Million
Q2 2021

Aug 16, 2021
SELL
$364.37 - $420.89 $582,992 - $673,424
-1,600 Reduced 0.41%
389,926 $156 Million
Q1 2021

May 17, 2021
BUY
$324.34 - $379.06 $1.57 Million - $1.83 Million
4,832 Added 1.25%
391,526 $146 Million
Q4 2020

Feb 16, 2021
SELL
$303.68 - $356.82 $112,057 - $131,666
-369 Reduced 0.1%
386,694 $136 Million
Q3 2020

Nov 16, 2020
BUY
$291.16 - $323.7 $747,990 - $831,585
2,569 Added 0.67%
387,063 $121 Million
Q2 2020

Aug 13, 2020
SELL
$229.49 - $311.85 $606,312 - $823,907
-2,642 Reduced 0.68%
384,494 $113 Million
Q1 2020

May 14, 2020
BUY
$194.86 - $305.31 $1.66 Million - $2.6 Million
8,524 Added 2.25%
387,136 $96.5 Million
Q4 2019

Feb 13, 2020
BUY
$215.36 - $295.97 $48,671 - $66,889
226 Added 0.06%
378,612 $111 Million
Q3 2019

Nov 14, 2019
BUY
$215.26 - $266.65 $1.74 Million - $2.16 Million
8,099 Added 2.19%
378,386 $82.2 Million
Q2 2019

Aug 13, 2019
BUY
$216.84 - $252.28 $1.33 Million - $1.54 Million
6,114 Added 1.68%
370,287 $90.4 Million
Q1 2019

May 14, 2019
BUY
$236.02 - $271.13 $492,573 - $565,848
2,087 Added 0.58%
364,173 $90 Million
Q4 2018

Feb 13, 2019
BUY
$232.94 - $286.33 $120,429 - $148,032
517 Added 0.14%
362,086 $90.2 Million
Q3 2018

Nov 13, 2018
SELL
$246.98 - $269.65 $373,433 - $407,710
-1,512 Reduced 0.42%
361,569 $96.2 Million
Q2 2018

Aug 14, 2018
BUY
$217.2 - $255.98 $2.72 Million - $3.21 Million
12,533 Added 3.58%
363,081 $89.1 Million
Q1 2018

May 15, 2018
SELL
$212.55 - $248.47 $3.61 Million - $4.22 Million
-16,974 Reduced 4.62%
350,548 $75 Million
Q4 2017

Feb 13, 2018
SELL
$192.52 - $228.17 $1.94 Million - $2.3 Million
-10,075 Reduced 2.67%
367,522 $81 Million
Q3 2017

Nov 13, 2017
BUY
$190.82 - $199.75 $72.1 Million - $75.4 Million
377,597
377,597 $74 Million

Others Institutions Holding UNH

# of Institutions
3,833
Shares Held
777M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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...
More about UNH
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