Loring Wolcott & Coolidge Fiduciary Advisors LLP Unitedhealth Group Inc Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,547 shares of UNH stock, worth $2.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,547

Previous 4,139 14.3%

Holding current value

$2.07 Million

Previous $2.05 Million 11.77%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$439.2 - $524.63 $260,006 - $310,580	-592 Reduced 14.3%	3,547 $1.81 Million
Q1 2024 Apr 23, 2024	SELL	$472.6 - $545.42 $24,102 - $27,816	-51 Reduced 1.22%	4,139 $2.05 Million
Q4 2023 Feb 01, 2024	SELL	$509.47 - $552.97 $58,589 - $63,591	-115 Reduced 2.67%	4,190 $2.21 Million
Q3 2023 Nov 03, 2023	BUY	$447.75 - $510.93 $211,785 - $241,669	473 Added 12.34%	4,305 $2.17 Million
Q2 2023 Aug 01, 2023	BUY	$458.49 - $526.23 $187,522 - $215,228	409 Added 11.95%	3,832 $1.84 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $251,924 - $280,350	-505 Reduced 12.86%	3,423 $1.66 Million
Q3 2022 Oct 25, 2022	SELL	$501.24 - $549.95 $43,106 - $47,295	-86 Reduced 2.14%	3,928 $1.98 Million
Q2 2022 Jul 26, 2022	BUY	$452.06 - $546.01 $261,742 - $316,139	579 Added 16.86%	4,014 $2.06 Million
Q1 2022 Apr 13, 2022	BUY	$455.89 - $520.82 $15,500 - $17,707	34 Added 1.0%	3,435 $1.75 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $4,644 - $6,066	-12 Reduced 0.35%	3,401 $1.71 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $109,407 - $120,318	280 Added 8.94%	3,413 $1.33 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $25,141 - $29,041	69 Added 2.25%	3,133 $1.26 Million
Q1 2021 Apr 14, 2021	BUY	$324.34 - $379.06 $32,758 - $38,285	101 Added 3.41%	3,064 $1.14 Million
Q4 2020 Jan 14, 2021	BUY	$303.68 - $356.82 $133,315 - $156,643	439 Added 17.39%	2,963 $1.04 Million
Q3 2020 Oct 15, 2020	SELL	$291.16 - $323.7 $68,713 - $76,393	-236 Reduced 8.55%	2,524 $787,000
Q2 2020 Jul 30, 2020	BUY	$229.49 - $311.85 $13,769 - $18,711	60 Added 2.22%	2,760 $814,000
Q1 2020 Apr 15, 2020	BUY	$194.86 - $305.31 $272,609 - $427,128	1,399 Added 107.53%	2,700 $673,000
Q4 2019 Jan 22, 2020	BUY	$215.36 - $295.97 $83,990 - $115,428	390 Added 42.81%	1,301 $382,000
Q3 2019 Nov 05, 2019	SELL	$215.26 - $266.65 $157,355 - $194,921	-731 Reduced 44.52%	911 $198,000
Q2 2019 Aug 09, 2019	BUY	$216.84 - $252.28 $110,588 - $128,662	510 Added 45.05%	1,642 $401,000
Q1 2019 Apr 08, 2019	BUY	$236.02 - $271.13 $10,148 - $11,658	43 Added 3.95%	1,132 $280,000
Q4 2018 Feb 13, 2019	BUY	$232.94 - $286.33 $58,235 - $71,582	250 Added 29.8%	1,089 $271,000
Q3 2017 Oct 27, 2017	SELL	$190.82 - $199.75 $25,188 - $26,367	-132 Reduced 13.59%	839 $164,000
Q2 2017 Aug 07, 2017	BUY	N/A	971	971 $0

Others Institutions Holding UNH

# of Institutions

3,745

Shares Held

783M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $546B
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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Loring Wolcott & Coolidge Fiduciary Advisors LLP Unitedhealth Group Inc Transaction History