Legacy Advisors, LLC Unitedhealth Group Inc Transaction History

Legacy Advisors, LLC

$789 Million
Q1 2024

A detailed history of Legacy Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Legacy Advisors, LLC holds 12,083 shares of UNH stock, worth $6.15 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

12,083

Previous 14,742 18.04%

Holding current value

$6.15 Million

Previous $7.76 Million 22.99%

% of portfolio

0.76%

Previous 1.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$472.6 - $545.42 $1.26 Million - $1.45 Million	-2,659 Reduced 18.04%	12,083 $5.98 Million
Q4 2023 Feb 12, 2024	SELL	$509.47 - $552.97 $471,259 - $511,497	-925 Reduced 5.9%	14,742 $7.76 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $475,510 - $542,607	1,062 Added 7.27%	15,667 $7.9 Million
Q2 2023 Jul 20, 2023	SELL	$458.49 - $526.23 $77,484 - $88,932	-169 Reduced 1.14%	14,605 $7.02 Million
Q1 2023 May 01, 2023	BUY	$460.33 - $518.33 $999,836 - $1.13 Million	2,172 Added 17.24%	14,774 $6.98 Million

Q4 2022 Feb 01, 2023	BUY	$498.86 - $555.15 $1.08 Million - $1.2 Million	2,164 Added 20.73%	12,602 $6.68 Million
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $415,527 - $455,908	829 Added 8.63%	10,438 $5.27 Million
Q2 2022 Jul 25, 2022	BUY	$452.06 - $546.01 $167,714 - $202,569	371 Added 4.02%	9,609 $4.94 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $3.93 Million - $4.48 Million	8,611 Added 1373.37%	9,238 $4.71 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $18,963 - $24,773	49 Added 8.48%	627 $315,000
Q3 2021 Oct 13, 2021	BUY	$390.74 - $429.71 $8,987 - $9,883	23 Added 4.14%	578 $226,000
Q2 2021 Jul 13, 2021	SELL	$364.37 - $420.89 $18,582 - $21,465	-51 Reduced 8.42%	555 $222,000
Q4 2020 Jan 15, 2021	BUY	$303.68 - $356.82 $184,030 - $216,232	606 New	606 $213,000
Q1 2020 Apr 15, 2020	SELL	$194.86 - $305.31 $148,093 - $232,035	-760 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$215.36 - $295.97 $163,673 - $224,937	760 New	760 $223,000
Q3 2019 Oct 10, 2019	SELL	$215.26 - $266.65 $130,447 - $161,589	-606 Closed	0 $0
Q2 2019 Jul 15, 2019	SELL	$216.84 - $252.28 $88,253 - $102,677	-407 Reduced 40.18%	606 $148,000
Q1 2019 Apr 08, 2019	SELL	$236.02 - $271.13 $97,476 - $111,976	-413 Reduced 28.96%	1,013 $250,000
Q4 2018 Jan 14, 2019	SELL	$232.94 - $286.33 $1.07 Million - $1.31 Million	-4,582 Reduced 76.26%	1,426 $355,000
Q3 2018 Oct 18, 2018	BUY	$246.98 - $269.65 $1.42 Million - $1.55 Million	5,755 Added 2274.7%	6,008 $1.6 Million
Q1 2018 Apr 17, 2018	SELL	$212.55 - $248.47 $116,477 - $136,161	-548 Reduced 68.41%	253 $57,000
Q4 2017 Jan 26, 2018	BUY	$192.52 - $228.17 $130,336 - $154,471	677 Added 545.97%	801 $176,000
Q3 2017 Nov 03, 2017	BUY	$190.82 - $199.75 $23,661 - $24,769	124 New	124 $24,000
Q1 2017 Nov 02, 2017	SELL	N/A	-262 Closed	0 $0
Q4 2016 Nov 03, 2017	BUY	N/A	262	262 $41,000

Others Institutions Holding UNH

# of Institutions

3,669

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 $476B
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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Legacy Advisors, LLC Unitedhealth Group Inc Transaction History