A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 1,365 shares of UNH stock, worth $787,700. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,365
Previous 1,229 11.07%
Holding current value
$787,700
Previous $607,000 14.5%
% of portfolio
0.15%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $59,731 - $71,349
136 Added 11.07%
1,365 $695,000
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $6,616 - $7,635
14 Added 1.15%
1,229 $607,000
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $22,924 - $26,311
50 Added 4.29%
1,215 $583,000
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $2,506 - $2,749
5 Added 0.43%
1,165 $588,000
Q4 2020

Feb 16, 2021

BUY
$303.68 - $356.82 $10,628 - $12,488
35 Added 3.11%
1,160 $407,000
Q1 2020

May 15, 2020

SELL
$194.86 - $305.31 $48,325 - $75,716
-248 Reduced 18.06%
1,125 $281,000
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $53,409 - $73,400
248 Added 22.04%
1,373 $404,000
Q3 2017

Nov 09, 2017

BUY
$190.82 - $199.75 $214,672 - $224,718
1,125
1,125 $220,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $540B
  • 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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