A detailed history of Lake Street Advisors Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 12,141 shares of UNH stock, worth $5.95 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,141
Previous 7,000 73.44%
Holding current value
$5.95 Million
Previous $3.69 Million 62.99%
% of portfolio
0.28%
Previous 0.25%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $2.43 Million - $2.8 Million
5,141 Added 73.44%
12,141 $6.01 Million
Q4 2023

May 30, 2024

BUY
$509.47 - $552.97 $105,460 - $114,464
207 Added 1.7%
12,348 $6.5 Million
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $2.63 Million - $2.86 Million
-5,172 Reduced 42.49%
7,000 $3.69 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $23,730 - $27,079
53 Added 0.44%
12,172 $6.14 Million
Q2 2023

Aug 10, 2023

SELL
$458.49 - $526.23 $17,422 - $19,996
-38 Reduced 0.31%
12,119 $5.83 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $104,494 - $117,660
227 Added 1.9%
12,157 $5.75 Million
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $153,648 - $170,986
-308 Reduced 2.52%
11,930 $6.33 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $461,140 - $505,954
920 Added 8.13%
12,238 $6.18 Million
Q2 2022

Aug 02, 2022

BUY
$452.06 - $546.01 $48,370 - $58,423
107 Added 0.95%
11,318 $5.81 Million
Q1 2022

May 11, 2022

BUY
$455.89 - $520.82 $317,299 - $362,490
696 Added 6.62%
11,211 $5.72 Million
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $4.07 Million - $5.32 Million
10,515 New
10,515 $5.28 Million
Q3 2021

Nov 15, 2021

SELL
$390.74 - $429.71 $2.58 Million - $2.84 Million
-6,606 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $5,101 - $5,892
14 Added 0.21%
6,606 $2.68 Million
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $51,570 - $60,270
159 Added 2.47%
6,592 $2.45 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $23,079 - $27,118
76 Added 1.2%
6,433 $2.26 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $87,639 - $97,433
301 Added 4.97%
6,357 $1.98 Million
Q2 2020

Aug 13, 2020

BUY
$229.49 - $311.85 $108,319 - $147,193
472 Added 8.45%
6,056 $1.79 Million
Q1 2020

May 14, 2020

SELL
$194.86 - $305.31 $24,747 - $38,774
-127 Reduced 2.22%
5,584 $1.39 Million
Q4 2019

Feb 12, 2020

BUY
$215.36 - $295.97 $68,269 - $93,822
317 Added 5.88%
5,711 $1.68 Million
Q3 2019

Nov 14, 2019

SELL
$215.26 - $266.65 $19,588 - $24,265
-91 Reduced 1.66%
5,394 $1 Million
Q2 2019

Aug 14, 2019

BUY
$216.84 - $252.28 $80,447 - $93,595
371 Added 7.25%
5,485 $1.34 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $223,274 - $256,488
946 Added 22.7%
5,114 $1.26 Million
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $52,644 - $64,710
226 Added 5.73%
4,168 $1.04 Million
Q3 2018

Nov 14, 2018

SELL
$246.98 - $269.65 $570,770 - $623,161
-2,311 Reduced 36.96%
3,942 $1.05 Million
Q2 2018

Aug 15, 2018

SELL
$217.2 - $255.98 $55,603 - $65,530
-256 Reduced 3.93%
6,253 $1.53 Million
Q1 2018

May 14, 2018

SELL
$212.55 - $248.47 $162,388 - $189,831
-764 Reduced 10.5%
6,509 $1.39 Million
Q4 2017

Feb 15, 2018

BUY
$192.52 - $228.17 $1.4 Million - $1.66 Million
7,273
7,273 $1.6 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 $458B
  • 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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