Lountzis Asset Management, LLC Unitedhealth Group Inc Transaction History

Lountzis Asset Management, LLC

$208 Million
Q1 2024

A detailed history of Lountzis Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lountzis Asset Management, LLC holds 11,495 shares of UNH stock, worth $5.85 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

11,495

Previous 11,495 -0.0%

Holding current value

$5.85 Million

Previous $6.05 Million 6.03%

% of portfolio

2.74%

Previous 3.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	SELL	$509.47 - $552.97 $40,248 - $43,684	-79 Reduced 0.68%	11,495 $6.05 Million
Q2 2023 Aug 15, 2023	SELL	$458.49 - $526.23 $413,557 - $474,659	-902 Reduced 7.23%	11,574 $5.91 Million
Q1 2023 Apr 28, 2023	BUY	$460.33 - $518.33 $377,010 - $424,512	819 Added 7.03%	12,476 $5.9 Million
Q4 2022 Feb 07, 2023	BUY	$498.86 - $555.15 $7,482 - $8,327	15 Added 0.13%	11,657 $5.54 Million
Q3 2022 Oct 25, 2022	SELL	$501.24 - $549.95 $139,344 - $152,886	-278 Reduced 2.33%	11,642 $5.88 Million

Q2 2022 Aug 15, 2022	SELL	$452.06 - $546.01 $80,014 - $96,643	-177 Reduced 1.46%	11,920 $6.12 Million
Q1 2022 Apr 26, 2022	SELL	$455.89 - $520.82 $5,014 - $5,729	-11 Reduced 0.09%	12,097 $6.17 Million
Q4 2021 Jan 26, 2022	SELL	$387.01 - $505.58 $14,706 - $19,212	-38 Reduced 0.31%	12,108 $6.08 Million
Q3 2021 Oct 29, 2021	SELL	$390.74 - $429.71 $8,205 - $9,023	-21 Reduced 0.17%	12,146 $4.75 Million
Q2 2021 Aug 16, 2021	SELL	$364.37 - $420.89 $98,379 - $113,640	-270 Reduced 2.17%	12,167 $4.87 Million
Q1 2021 Apr 20, 2021	SELL	$324.34 - $379.06 $20,757 - $24,259	-64 Reduced 0.51%	12,437 $4.63 Million
Q4 2020 Feb 09, 2021	SELL	$303.68 - $356.82 $9,110 - $10,704	-30 Reduced 0.24%	12,501 $4.38 Million
Q3 2020 Nov 05, 2020	SELL	$291.16 - $323.7 $14,558 - $16,185	-50 Reduced 0.4%	12,531 $3.91 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $2.89 Million - $3.92 Million	12,581 New	12,581 $3.71 Million

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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Lountzis Asset Management, LLC Unitedhealth Group Inc Transaction History