Hotaling Investment Management, LLC Unitedhealth Group Inc Transaction History

Hotaling Investment Management, LLC

$221 Million
Q4 2022

A detailed history of Hotaling Investment Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 11,915 shares of UNH stock, worth $7.06 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

11,915

Previous 11,810 0.89%

Holding current value

$7.06 Million

Previous $5.96 Million 5.92%

% of portfolio

2.86%

Previous 2.86%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $52,380 - $58,290	105 Added 0.89%	11,915 $6.32 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $1.04 Million - $1.14 Million	-2,076 Reduced 14.95%	11,810 $5.96 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $269,427 - $325,421	596 Added 4.48%	13,886 $7.13 Million
Q1 2022 Apr 22, 2022	BUY	$455.89 - $520.82 $36,471 - $41,665	80 Added 0.61%	13,290 $6.78 Million
Q4 2021 Jan 24, 2022	BUY	$387.01 - $505.58 $58,825 - $76,848	152 Added 1.16%	13,210 $6.63 Million
Q3 2021 Oct 21, 2021	BUY	$390.74 - $429.71 $61,736 - $67,894	158 Added 1.22%	13,058 $5.1 Million
Q2 2021 Aug 04, 2021	SELL	$364.37 - $420.89 $28,420 - $32,829	-78 Reduced 0.6%	12,900 $5.17 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $33,082 - $38,664	102 Added 0.79%	12,978 $4.83 Million
Q4 2020 Jan 22, 2021	BUY	$303.68 - $356.82 $10,021 - $11,775	33 Added 0.26%	12,876 $4.52 Million
Q3 2020 Nov 04, 2020	BUY	$291.16 - $323.7 $62,308 - $69,271	214 Added 1.69%	12,843 $4 Million
Q2 2020 Jul 31, 2020	BUY	$229.49 - $311.85 $31,899 - $43,347	139 Added 1.11%	12,629 $3.73 Million
Q1 2020 Apr 08, 2020	BUY	$194.86 - $305.31 $947,214 - $1.48 Million	4,861 Added 63.72%	12,490 $3.12 Million
Q4 2019 Jan 28, 2020	SELL	$215.36 - $295.97 $23,904 - $32,852	-111 Reduced 1.43%	7,629 $2.24 Million
Q3 2019 Oct 28, 2019	BUY	$215.26 - $266.65 $2,367 - $2,933	11 Added 0.14%	7,740 $1.68 Million
Q2 2019 Aug 08, 2019	BUY	$216.84 - $252.28 $67,437 - $78,459	311 Added 4.19%	7,729 $1.89 Million
Q1 2019 May 01, 2019	BUY	$236.02 - $271.13 $41,303 - $47,447	175 Added 2.42%	7,418 $1.83 Million
Q4 2018 Jan 17, 2019	BUY	$232.94 - $286.33 $1.69 Million - $2.07 Million	7,243 New	7,243 $1.8 Million

Others Institutions Holding UNH

# of Institutions

3,742

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 $554B
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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Hotaling Investment Management, LLC Unitedhealth Group Inc Transaction History