A detailed history of Kovitz Investment Group Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 181,901 shares of UNH stock, worth $109 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
181,901
Previous 157,262 15.67%
Holding current value
$109 Million
Previous $80.1 Million 32.8%
% of portfolio
0.71%
Previous 0.76%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$488.01 - $604.18 $12 Million - $14.9 Million
24,639 Added 15.67%
181,901 $106 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $53.1 Million - $63.4 Million
120,922 Added 332.75%
157,262 $80.1 Million
Q1 2024

May 14, 2024

BUY
$472.6 - $545.42 $9.65 Million - $11.1 Million
20,424 Added 128.32%
36,340 $18 Million
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $566,530 - $614,902
-1,112 Reduced 6.53%
15,916 $8.38 Million
Q3 2023

Nov 09, 2023

BUY
$447.75 - $510.93 $63,132 - $72,041
141 Added 0.83%
17,028 $8.59 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $349,827 - $401,513
763 Added 4.73%
16,887 $8.12 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $97,129 - $109,367
-211 Reduced 1.29%
16,124 $7.62 Million
Q4 2022

Jan 19, 2023

BUY
$498.86 - $555.15 $1.79 Million - $1.99 Million
3,593 Added 28.2%
16,335 $8.66 Million
Q3 2022

Nov 09, 2022

SELL
$501.24 - $549.95 $27,568 - $30,247
-55 Reduced 0.43%
12,742 $6.44 Million
Q2 2022

Aug 02, 2022

SELL
$452.06 - $546.01 $541,115 - $653,573
-1,197 Reduced 8.55%
12,797 $6.57 Million
Q1 2022

Apr 22, 2022

BUY
$455.89 - $520.82 $924,544 - $1.06 Million
2,028 Added 16.95%
13,994 $7.14 Million
Q4 2021

Feb 04, 2022

SELL
$387.01 - $505.58 $1.5 Million - $1.96 Million
-3,869 Reduced 24.43%
11,966 $4.2 Million
Q3 2021

Oct 28, 2021

BUY
$390.74 - $429.71 $164,110 - $180,478
420 Added 2.72%
15,835 $6.19 Million
Q2 2021

Aug 04, 2021

BUY
$364.37 - $420.89 $591,736 - $683,525
1,624 Added 11.78%
15,415 $6.17 Million
Q1 2021

May 06, 2021

BUY
$324.34 - $379.06 $603,272 - $705,051
1,860 Added 15.59%
13,791 $5.13 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $44,033 - $51,738
145 Added 1.23%
11,931 $4.18 Million
Q3 2020

Nov 10, 2020

BUY
$291.16 - $323.7 $1.13 Million - $1.26 Million
3,893 Added 49.32%
11,786 $3.68 Million
Q2 2020

Aug 12, 2020

SELL
$229.49 - $311.85 $524,155 - $712,265
-2,284 Reduced 22.44%
7,893 $2.33 Million
Q1 2020

May 15, 2020

BUY
$194.86 - $305.31 $114,382 - $179,216
587 Added 6.12%
10,177 $2.54 Million
Q4 2019

Feb 13, 2020

SELL
$215.36 - $295.97 $87,436 - $120,163
-406 Reduced 4.06%
9,590 $2.82 Million
Q3 2019

Nov 14, 2019

BUY
$215.26 - $266.65 $66,084 - $81,861
307 Added 3.17%
9,996 $2.17 Million
Q2 2019

Aug 14, 2019

BUY
$216.84 - $252.28 $325,043 - $378,167
1,499 Added 18.3%
9,689 $2.36 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $1.93 Million - $2.22 Million
8,190 New
8,190 $2.02 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 $562B
  • 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

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.