Lake Street Financial LLC Unitedhealth Group Inc Transaction History

Lake Street Financial LLC

$713 Million
Q1 2024

A detailed history of Lake Street Financial LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lake Street Financial LLC holds 3,694 shares of UNH stock, worth $1.84 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

3,694

Previous 4,581 19.36%

Holding current value

$1.84 Million

Previous $2.41 Million 24.22%

% of portfolio

0.26%

Previous 0.38%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$472.6 - $545.42 $419,196 - $483,787	-887 Reduced 19.36%	3,694 $1.83 Million
Q4 2023 Jan 10, 2024	SELL	$509.47 - $552.97 $286,831 - $311,322	-563 Reduced 10.94%	4,581 $2.41 Million
Q3 2023 Oct 20, 2023	BUY	$447.75 - $510.93 $81,042 - $92,478	181 Added 3.65%	5,144 $2.59 Million
Q2 2023 Jul 18, 2023	BUY	$458.49 - $526.23 $1.15 Million - $1.32 Million	2,515 Added 102.74%	4,963 $2.39 Million
Q1 2023 Apr 17, 2023	SELL	$460.33 - $518.33 $324,992 - $365,940	-706 Reduced 22.38%	2,448 $1.16 Million

Q4 2022 Jan 25, 2023	BUY	$498.86 - $555.15 $95,282 - $106,033	191 Added 6.45%	3,154 $0
Q3 2022 Oct 21, 2022	BUY	$501.24 - $549.95 $4,511 - $4,949	9 Added 0.3%	2,963 $1.5 Million
Q2 2022 Jul 12, 2022	BUY	$452.06 - $546.01 $42,493 - $51,324	94 Added 3.29%	2,954 $1.52 Million
Q1 2022 May 09, 2022	SELL	$455.89 - $520.82 $385,682 - $440,613	-846 Reduced 22.83%	2,860 $1.46 Million
Q1 2022 Apr 29, 2022	BUY	$455.89 - $520.82 $506,949 - $579,151	1,112 Added 42.87%	3,706 $1.89 Million
Q4 2021 Jan 24, 2022	BUY	$387.01 - $505.58 $489,180 - $639,053	1,264 Added 95.04%	2,594 $1.3 Million
Q3 2021 Oct 07, 2021	BUY	$390.74 - $429.71 $172,316 - $189,502	441 Added 49.61%	1,330 $520,000
Q2 2021 Jul 14, 2021	BUY	$364.37 - $420.89 $91,092 - $105,222	250 Added 39.12%	889 $360,000
Q1 2021 Apr 16, 2021	BUY	$324.34 - $379.06 $11,027 - $12,888	34 Added 5.62%	639 $238,000
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $183,726 - $215,876	605 New	605 $212,000

Others Institutions Holding UNH

# of Institutions

3,671

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $466B
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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Lake Street Financial LLC Unitedhealth Group Inc Transaction History