Marsico Capital Management LLC Unitedhealth Group Inc Transaction History

Marsico Capital Management LLC

$3.21 Billion
Q2 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $43.2 Million - $49.3 Million	-96,461 Reduced 50.02%	96,397 $48.6 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $20.6 Million - $23.6 Million	44,928 Added 30.37%	192,858 $92.7 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $786,243 - $885,307	-1,708 Reduced 1.14%	147,930 $69.9 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $6.27 Million - $6.98 Million	12,578 Added 9.18%	149,638 $79.3 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $10.8 Million - $11.9 Million	21,628 Added 18.74%	137,060 $69.2 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $4.05 Million - $4.9 Million	8,968 Added 8.42%	115,432 $59.3 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $48.5 Million - $55.4 Million	106,464 New	106,464 $54.3 Million
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $29.9 Million - $46.9 Million	-153,461 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $258,216 - $354,868	1,199 Added 0.79%	153,461 $45.1 Million
Q3 2019 Nov 14, 2019	SELL	$215.26 - $266.65 $13.9 Million - $17.2 Million	-64,518 Reduced 29.76%	152,262 $33.1 Million
Q2 2019 Aug 14, 2019	SELL	$216.84 - $252.28 $83,049 - $96,623	-383 Reduced 0.18%	216,780 $52.9 Million
Q1 2019 May 15, 2019	SELL	$236.02 - $271.13 $83.6 Million - $96 Million	-354,032 Reduced 61.98%	217,163 $53.7 Million
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $21.9 Million - $26.9 Million	-93,838 Reduced 14.11%	571,195 $142 Million
Q3 2018 Nov 14, 2018	SELL	$246.98 - $269.65 $5.85 Million - $6.39 Million	-23,704 Reduced 3.44%	665,033 $177 Million
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $71.8 Million - $84.6 Million	330,537 Added 92.28%	688,737 $169 Million
Q1 2018 May 15, 2018	SELL	$212.55 - $248.47 $73.6 Million - $86 Million	-346,290 Reduced 49.15%	358,200 $76.7 Million
Q4 2017 Feb 14, 2018	SELL	$192.52 - $228.17 $4.88 Million - $5.79 Million	-25,364 Reduced 3.48%	704,490 $155 Million
Q3 2017 Nov 14, 2017	SELL	$190.82 - $199.75 $3.08 Million - $3.22 Million	-16,141 Reduced 2.16%	729,854 $143 Million
Q2 2017 Aug 14, 2017	BUY	N/A	745,995	745,995 $138 Million

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$49.5 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$43.3 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26.5 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.5 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15.3 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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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