A detailed history of Lyell Wealth Management, LP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lyell Wealth Management, LP holds 8,281 shares of UNH stock, worth $4.89 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
8,281
Previous 8,556 3.21%
Holding current value
$4.89 Million
Previous $4.36 Million 11.11%
% of portfolio
0.44%
Previous 0.42%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$488.01 - $604.18 $134,202 - $166,149
-275 Reduced 3.21%
8,281 $4.84 Million
Q2 2024

Aug 08, 2024

BUY
$439.2 - $524.63 $432,612 - $516,760
985 Added 13.01%
8,556 $4.36 Million
Q1 2024

May 03, 2024

BUY
$472.6 - $545.42 $577,044 - $665,957
1,221 Added 19.23%
7,571 $3.75 Million
Q4 2023

Feb 02, 2024

BUY
$509.47 - $552.97 $239,450 - $259,895
470 Added 7.99%
6,350 $3.34 Million
Q3 2023

Oct 31, 2023

BUY
$447.75 - $510.93 $51,491 - $58,756
115 Added 1.99%
5,880 $2.96 Million
Q2 2023

Aug 04, 2023

BUY
$458.49 - $526.23 $180,645 - $207,334
394 Added 7.34%
5,765 $2.77 Million
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $226,482 - $255,018
-492 Reduced 8.39%
5,371 $2.54 Million
Q4 2022

Jan 24, 2023

BUY
$498.86 - $555.15 $2.49 Million - $2.77 Million
4,993 Added 573.91%
5,863 $0
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $11,027 - $12,098
22 Added 2.59%
870 $439,000
Q2 2022

Jul 28, 2022

BUY
$452.06 - $546.01 $35,260 - $42,588
78 Added 10.13%
848 $436,000
Q1 2022

May 04, 2022

BUY
$455.89 - $520.82 $101,207 - $115,622
222 Added 40.51%
770 $393,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $19,737 - $25,784
51 Added 10.26%
548 $275,000
Q2 2021

Aug 09, 2021

BUY
$364.37 - $420.89 $181,091 - $209,182
497 New
497 $199,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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