A detailed history of Institutional & Family Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 8,851 shares of UNH stock, worth $4.94 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,851
Previous 8,903 0.58%
Holding current value
$4.94 Million
Previous $4.4 Million 2.34%
% of portfolio
0.53%
Previous 0.53%

Shares

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

Jul 05, 2024

SELL
$439.2 - $524.63 $22,838 - $27,280
-52 Reduced 0.58%
8,851 $4.51 Million
Q1 2024

May 08, 2024

BUY
$472.6 - $545.42 $86,013 - $99,266
182 Added 2.09%
8,903 $4.4 Million
Q4 2023

Feb 06, 2024

SELL
$509.47 - $552.97 $556,341 - $603,843
-1,092 Reduced 11.13%
8,721 $4.59 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $11,193 - $12,773
25 Added 0.26%
9,813 $4.95 Million
Q2 2023

Aug 09, 2023

BUY
$458.49 - $526.23 $13,296 - $15,260
29 Added 0.3%
9,788 $4.7 Million
Q1 2023

May 08, 2023

BUY
$460.33 - $518.33 $75,954 - $85,524
165 Added 1.72%
9,759 $4.61 Million
Q4 2022

Feb 08, 2023

BUY
$498.86 - $555.15 $6,984 - $7,772
14 Added 0.15%
9,594 $5.09 Million
Q3 2022

Nov 07, 2022

BUY
$501.24 - $549.95 $57,642 - $63,244
115 Added 1.22%
9,580 $4.84 Million
Q2 2022

Aug 08, 2022

BUY
$452.06 - $546.01 $83,631 - $101,011
185 Added 1.99%
9,465 $4.86 Million
Q1 2022

May 11, 2022

SELL
$455.89 - $520.82 $28,265 - $32,290
-62 Reduced 0.66%
9,280 $4.73 Million
Q4 2021

Feb 14, 2022

SELL
$387.01 - $505.58 $644,758 - $842,296
-1,666 Reduced 15.13%
9,342 $4.69 Million
Q3 2021

Nov 10, 2021

SELL
$390.74 - $429.71 $90,260 - $99,263
-231 Reduced 2.06%
11,008 $4.3 Million
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $284,572 - $328,715
781 Added 7.47%
11,239 $4.5 Million
Q1 2021

May 06, 2021

BUY
$324.34 - $379.06 $219,253 - $256,244
676 Added 6.91%
10,458 $3.89 Million
Q4 2020

Feb 03, 2021

SELL
$303.68 - $356.82 $282,726 - $332,199
-931 Reduced 8.69%
9,782 $3.43 Million
Q3 2020

Oct 30, 2020

SELL
$291.16 - $323.7 $891,531 - $991,169
-3,062 Reduced 22.23%
10,713 $3.34 Million
Q2 2020

Aug 14, 2020

SELL
$229.49 - $311.85 $235,456 - $319,958
-1,026 Reduced 6.93%
13,775 $4.06 Million
Q1 2020

May 14, 2020

BUY
$194.86 - $305.31 $320,544 - $502,234
1,645 Added 12.5%
14,801 $3.69 Million
Q4 2019

Feb 14, 2020

SELL
$215.36 - $295.97 $526,555 - $723,646
-2,445 Reduced 15.67%
13,156 $3.87 Million
Q3 2019

Nov 14, 2019

SELL
$215.26 - $266.65 $76,847 - $95,194
-357 Reduced 2.24%
15,601 $3.39 Million
Q2 2019

Aug 14, 2019

BUY
$216.84 - $252.28 $338,704 - $394,061
1,562 Added 10.85%
15,958 $3.89 Million
Q1 2019

May 13, 2019

BUY
$236.02 - $271.13 $55,464 - $63,715
235 Added 1.66%
14,396 $3.56 Million
Q4 2018

Feb 14, 2019

SELL
$232.94 - $286.33 $237,365 - $291,770
-1,019 Reduced 6.71%
14,161 $3.53 Million
Q3 2018

Nov 13, 2018

SELL
$246.98 - $269.65 $11,608 - $12,673
-47 Reduced 0.31%
15,180 $4.04 Million
Q2 2018

Aug 13, 2018

SELL
$217.2 - $255.98 $280,405 - $330,470
-1,291 Reduced 7.82%
15,227 $3.74 Million
Q1 2018

May 14, 2018

SELL
$212.55 - $248.47 $1.05 Million - $1.23 Million
-4,949 Reduced 23.05%
16,518 $3.54 Million
Q4 2017

Feb 14, 2018

BUY
$192.52 - $228.17 $408,334 - $483,948
2,121 Added 10.96%
21,467 $4.73 Million
Q3 2017

Nov 14, 2017

BUY
$190.82 - $199.75 $163,532 - $171,185
857 Added 4.64%
19,346 $3.79 Million
Q2 2017

Aug 14, 2017

BUY
N/A
18,489
18,489 $3.43 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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