Jacobs Levy Equity Management, Inc Unitedhealth Group Inc Transaction History

Jacobs Levy Equity Management, Inc

$23.2 Billion
Q2 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $52,475 - $56,955	-103 Reduced 11.95%	759 $399,000
Q3 2023 Nov 16, 2023	BUY	$447.75 - $510.93 $385,960 - $440,421	862 New	862 $434,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $3.14 Million - $3.54 Million	-6,830 Reduced 68.68%	3,115 $1.47 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $561,217 - $624,543	1,125 Added 12.76%	9,945 $5.27 Million
Q3 2022 Nov 15, 2022	BUY	$501.24 - $549.95 $52,128 - $57,194	104 Added 1.19%	8,820 $4.45 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $3.14 Million - $3.79 Million	6,938 Added 390.21%	8,716 $4.48 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $340,093 - $388,531	746 Added 72.29%	1,778 $907,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $399,394 - $521,758	1,032 New	1,032 $518,000
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $1.62 Million - $2.22 Million	-7,515 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$215.26 - $266.65 $1.64 Million - $2.03 Million	-7,596 Reduced 50.27%	7,515 $1.63 Million
Q2 2019 Aug 13, 2019	SELL	$216.84 - $252.28 $913,113 - $1.06 Million	-4,211 Reduced 21.79%	15,111 $3.69 Million
Q1 2019 May 14, 2019	SELL	$236.02 - $271.13 $7.9 Million - $9.07 Million	-33,460 Reduced 63.39%	19,322 $4.78 Million
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $13.4 Million - $16.5 Million	-57,693 Reduced 52.22%	52,782 $13.1 Million
Q3 2018 Nov 14, 2018	BUY	$246.98 - $269.65 $17.3 Million - $18.8 Million	69,877 Added 172.12%	110,475 $29.4 Million
Q2 2018 Aug 14, 2018	SELL	$217.2 - $255.98 $26.7 Million - $31.5 Million	-122,999 Reduced 75.18%	40,598 $9.96 Million
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $24.5 Million - $28.7 Million	115,475 Added 239.96%	163,597 $35 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $4.07 Million - $4.83 Million	-21,150 Reduced 30.53%	48,122 $10.6 Million
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $1.68 Million - $1.76 Million	8,822 Added 14.59%	69,272 $13.6 Million
Q2 2017 Nov 09, 2017	BUY	N/A	60,450	60,450 $11.2 Million

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$49.5 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$43.3 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26.5 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.5 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15.3 Billion
1.59% of portfolio

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

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