Kmg Fiduciary Partners, LLC Unitedhealth Group Inc Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 13,952 shares of UNH stock, worth $6.98 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

13,952

Previous 13,877 0.54%

Holding current value

$6.98 Million

Previous $7.07 Million 15.42%

% of portfolio

0.72%

Previous 0.7%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$488.01 - $604.18 $36,600 - $45,313	75 Added 0.54%	13,952 $8.16 Million
Q2 2024 Jul 17, 2024	SELL	$439.2 - $524.63 $217,404 - $259,691	-495 Reduced 3.44%	13,877 $7.07 Million
Q1 2024 Apr 10, 2024	SELL	$472.6 - $545.42 $7,089 - $8,181	-15 Reduced 0.1%	14,372 $7.11 Million
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $119,215 - $129,394	234 Added 1.65%	14,387 $7.57 Million
Q3 2023 Oct 25, 2023	BUY	$447.75 - $510.93 $423,571 - $483,339	946 Added 7.16%	14,153 $7.14 Million
Q2 2023 Jul 14, 2023	BUY	$458.49 - $526.23 $38,971 - $44,729	85 Added 0.65%	13,207 $6.35 Million
Q1 2023 Apr 13, 2023	SELL	$460.33 - $518.33 $151,448 - $170,530	-329 Reduced 2.45%	13,122 $6.2 Million
Q4 2022 Jan 12, 2023	SELL	$498.86 - $555.15 $198,047 - $220,394	-397 Reduced 2.87%	13,451 $0
Q3 2022 Oct 27, 2022	SELL	$501.24 - $549.95 $1.03 Million - $1.13 Million	-2,054 Reduced 12.92%	13,848 $6.99 Million
Q2 2022 Jul 13, 2022	SELL	$452.06 - $546.01 $239,591 - $289,385	-530 Reduced 3.23%	15,902 $8.17 Million
Q1 2022 Apr 19, 2022	SELL	$455.89 - $520.82 $378,844 - $432,801	-831 Reduced 4.81%	16,432 $8.38 Million
Q4 2021 Jan 12, 2022	SELL	$387.01 - $505.58 $536,395 - $700,733	-1,386 Reduced 7.43%	17,263 $8.67 Million
Q3 2021 Oct 12, 2021	SELL	$390.74 - $429.71 $804,142 - $884,343	-2,058 Reduced 9.94%	18,649 $7.29 Million
Q2 2021 Jul 20, 2021	BUY	$364.37 - $420.89 $127,529 - $147,311	350 Added 1.72%	20,707 $8.29 Million
Q1 2021 Apr 08, 2021	BUY	$324.34 - $379.06 $561,108 - $655,773	1,730 Added 9.29%	20,357 $7.57 Million
Q4 2020 Jan 13, 2021	BUY	$303.68 - $356.82 $544,801 - $640,135	1,794 Added 10.66%	18,627 $6.42 Million
Q3 2020 Oct 13, 2020	BUY	$291.16 - $323.7 $1.38 Million - $1.53 Million	4,723 Added 39.0%	16,833 $5.25 Million
Q2 2020 Jul 22, 2020	BUY	$229.49 - $311.85 $663,914 - $902,182	2,893 Added 31.39%	12,110 $3.57 Million
Q1 2020 Apr 29, 2020	BUY	$194.86 - $305.31 $855,240 - $1.34 Million	4,389 Added 90.91%	9,217 $2.3 Million
Q4 2019 Jan 29, 2020	SELL	$215.36 - $295.97 $861 - $1,183	-4 Reduced 0.08%	4,828 $1.42 Million
Q3 2019 Oct 15, 2019	SELL	$215.26 - $266.65 $43,267 - $53,596	-201 Reduced 3.99%	4,832 $1.05 Million
Q2 2019 Jul 26, 2019	BUY	$216.84 - $252.28 $164,798 - $191,732	760 Added 17.79%	5,033 $1.23 Million
Q1 2019 Apr 16, 2019	BUY	$236.02 - $271.13 $147,040 - $168,913	623 Added 17.07%	4,273 $1.06 Million
Q4 2018 Apr 15, 2019	BUY	$232.94 - $286.33 $850,231 - $1.05 Million	3,650 New	3,650 $909,000

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $468B
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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC Unitedhealth Group Inc Transaction History