A detailed history of Lederer & Associates Investment Counsel transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 2,165 shares of UNH stock, worth $1.29 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
2,165
Previous 2,165 -0.0%
Holding current value
$1.29 Million
Previous $1.1 Million 14.78%
% of portfolio
0.89%
Previous 0.8%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$439.2 - $524.63 $65,001 - $77,645
-148 Reduced 6.4%
2,165 $1.1 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $52,931 - $61,087
112 Added 5.09%
2,313 $1.14 Million
Q4 2023

Jan 19, 2024

SELL
$509.47 - $552.97 $63,683 - $69,121
-125 Reduced 5.37%
2,201 $1.16 Million
Q2 2023

Aug 04, 2023

BUY
$458.49 - $526.23 $102,243 - $117,349
223 Added 10.6%
2,326 $1.12 Million
Q1 2023

Apr 17, 2023

BUY
$460.33 - $518.33 $18,413 - $20,733
40 Added 1.94%
2,103 $994,000
Q4 2022

Jan 12, 2023

SELL
$498.86 - $555.15 $91,790 - $102,147
-184 Reduced 8.19%
2,063 $1.09 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $87,215 - $95,691
-174 Reduced 7.19%
2,247 $1.14 Million
Q2 2022

Aug 09, 2022

BUY
$452.06 - $546.01 $6,328 - $7,644
14 Added 0.58%
2,421 $1.24 Million
Q1 2022

May 24, 2022

SELL
$455.89 - $520.82 $13,220 - $15,103
-29 Reduced 1.19%
2,407 $1.23 Million
Q4 2021

Jan 24, 2022

BUY
$387.01 - $505.58 $102,557 - $133,978
265 Added 12.21%
2,436 $1.22 Million
Q3 2021

Oct 22, 2021

BUY
$390.74 - $429.71 $287,975 - $316,696
737 Added 51.39%
2,171 $848,000
Q2 2021

Jul 23, 2021

BUY
$364.37 - $420.89 $174,533 - $201,606
479 Added 50.16%
1,434 $574,000
Q1 2021

Apr 19, 2021

SELL
$324.34 - $379.06 $84,652 - $98,934
-261 Reduced 21.46%
955 $355,000
Q4 2020

Jan 25, 2021

SELL
$303.68 - $356.82 $39,478 - $46,386
-130 Reduced 9.66%
1,216 $426,000
Q3 2020

Jan 13, 2021

SELL
$291.16 - $323.7 $27,951 - $31,075
-96 Reduced 6.66%
1,346 $420,000
Q1 2020

Apr 20, 2020

SELL
$194.86 - $305.31 $48,520 - $76,022
-249 Reduced 14.73%
1,442 $360,000
Q4 2019

Feb 07, 2020

SELL
$215.36 - $295.97 $5,384 - $7,399
-25 Reduced 1.46%
1,691 $497,000
Q3 2019

Oct 07, 2019

BUY
$215.26 - $266.65 $48,433 - $59,996
225 Added 15.09%
1,716 $373,000
Q2 2019

Jul 19, 2019

BUY
$216.84 - $252.28 $54,210 - $63,070
250 Added 20.15%
1,491 $364,000
Q1 2019

Apr 12, 2019

BUY
$236.02 - $271.13 $292,900 - $336,472
1,241 New
1,241 $307,000
Q4 2018

Jan 25, 2019

SELL
$232.94 - $286.33 $211,043 - $259,414
-906 Closed
0 $0
Q3 2018

Oct 22, 2018

BUY
$246.98 - $269.65 $18,523 - $20,223
75 Added 9.03%
906 $241,000
Q2 2018

Jul 27, 2018

SELL
$217.2 - $255.98 $111,858 - $131,829
-515 Reduced 38.26%
831 $204,000
Q1 2018

Apr 09, 2018

SELL
$212.55 - $248.47 $76,730 - $89,697
-361 Reduced 21.15%
1,346 $288,000
Q4 2017

Jan 11, 2018

SELL
$192.52 - $228.17 $17,326 - $20,535
-90 Reduced 5.01%
1,707 $376,000
Q3 2017

Oct 13, 2017

BUY
$190.82 - $199.75 $342,903 - $358,950
1,797
1,797 $352,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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 Lederer & Associates Investment Counsel Portfolio

Follow Lederer & Associates Investment Counsel 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 Lederer & Associates Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Lederer & Associates Investment Counsel with notifications on news.