Fulcrum Capital LLC Unitedhealth Group Inc Transaction History

Fulcrum Capital LLC

$432 Million
Q2 2024

A detailed history of Fulcrum Capital LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fulcrum Capital LLC holds 19,296 shares of UNH stock, worth $11.4 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

19,296

Previous 18,781 2.74%

Holding current value

$11.4 Million

Previous $9.29 Million 5.77%

% of portfolio

2.27%

Previous 2.24%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$439.2 - $524.63 $226,188 - $270,184	515 Added 2.74%	19,296 $9.83 Million
Q1 2024 Apr 17, 2024	BUY	$472.6 - $545.42 $984,898 - $1.14 Million	2,084 Added 12.48%	18,781 $9.29 Million
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $8.51 Million - $9.23 Million	16,697 New	16,697 $8.79 Million
Q2 2023 Jul 27, 2023	SELL	$458.49 - $526.23 $201,735 - $231,541	-440 Reduced 2.69%	15,938 $7.66 Million
Q1 2023 May 10, 2023	BUY	$460.33 - $518.33 $1.07 Million - $1.2 Million	2,314 Added 16.45%	16,378 $7.74 Million
Q4 2022 Jan 24, 2023	BUY	$498.86 - $555.15 $50,883 - $56,625	102 Added 0.73%	14,064 $0
Q3 2022 Oct 17, 2022	SELL	$501.24 - $549.95 $109,771 - $120,439	-219 Reduced 1.54%	13,962 $7.05 Million
Q2 2022 Aug 03, 2022	SELL	$452.06 - $546.01 $3.66 Million - $4.42 Million	-8,102 Reduced 36.36%	14,181 $7.28 Million
Q1 2022 May 05, 2022	SELL	$455.89 - $520.82 $44,221 - $50,519	-97 Reduced 0.43%	22,283 $11.4 Million
Q4 2021 Jan 25, 2022	SELL	$387.01 - $505.58 $124,230 - $162,291	-321 Reduced 1.41%	22,380 $11.2 Million
Q3 2021 Oct 21, 2021	BUY	$390.74 - $429.71 $215,688 - $237,199	552 Added 2.49%	22,701 $8.87 Million
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $227,002 - $262,214	623 Added 2.89%	22,149 $8.87 Million
Q1 2021 Apr 12, 2021	BUY	$324.34 - $379.06 $149,196 - $174,367	460 Added 2.18%	21,526 $8.01 Million
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $112,057 - $131,666	369 Added 1.78%	21,066 $7.39 Million
Q3 2020 Oct 21, 2020	SELL	$291.16 - $323.7 $347,936 - $386,821	-1,195 Reduced 5.46%	20,697 $6.45 Million
Q2 2020 Jul 27, 2020	SELL	$229.49 - $311.85 $450,259 - $611,849	-1,962 Reduced 8.23%	21,892 $6.46 Million
Q1 2020 May 01, 2020	SELL	$194.86 - $305.31 $240,652 - $377,057	-1,235 Reduced 4.92%	23,854 $5.95 Million
Q4 2019 Feb 03, 2020	BUY	$215.36 - $295.97 $3,015 - $4,143	14 Added 0.06%	25,089 $7.38 Million
Q3 2019 Oct 31, 2019	BUY	$215.26 - $266.65 $1,076 - $1,333	5 Added 0.02%	25,075 $296,000
Q2 2019 Jul 29, 2019	SELL	$216.84 - $252.28 $2.54 Million - $2.95 Million	-11,698 Reduced 31.82%	25,070 $6.12 Million
Q1 2019 May 08, 2019	BUY	$236.02 - $271.13 $87,327 - $100,318	370 Added 1.02%	36,768 $9.09 Million
Q4 2018 Feb 12, 2019	BUY	$232.94 - $286.33 $221,525 - $272,299	951 Added 2.68%	36,398 $9.07 Million
Q3 2018 Nov 06, 2018	SELL	$246.98 - $269.65 $544,837 - $594,847	-2,206 Reduced 5.86%	35,447 $9.43 Million
Q2 2018 Aug 03, 2018	SELL	$217.2 - $255.98 $1.19 Million - $1.4 Million	-5,468 Reduced 12.68%	37,653 $0
Q1 2018 May 09, 2018	SELL	$212.55 - $248.47 $329,027 - $384,631	-1,548 Reduced 3.47%	43,121 $9.23 Million
Q4 2017 Jan 30, 2018	BUY	$192.52 - $228.17 $8.6 Million - $10.2 Million	44,669	44,669 $9.85 Million

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.

Account

Fulcrum Capital LLC Unitedhealth Group Inc Transaction History