A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 24,523 shares of UNH stock, worth $14.5 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
24,523
Previous 24,886 1.46%
Holding current value
$14.5 Million
Previous $12.7 Million 13.14%
% of portfolio
1.63%
Previous 1.52%

Shares

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

Oct 10, 2024

SELL
$488.01 - $604.18 $177,147 - $219,317
-363 Reduced 1.46%
24,523 $14.3 Million
Q2 2024

Jul 15, 2024

SELL
$439.2 - $524.63 $42,602 - $50,889
-97 Reduced 0.39%
24,886 $12.7 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $2.9 Million - $3.35 Million
6,135 Added 32.55%
24,983 $12.4 Million
Q4 2023

Jan 24, 2024

SELL
$509.47 - $552.97 $63,683 - $69,121
-125 Reduced 0.66%
18,848 $9.92 Million
Q3 2023

Oct 12, 2023

BUY
$447.75 - $510.93 $5.33 Million - $6.09 Million
11,915 Added 168.82%
18,973 $9.57 Million
Q2 2023

Jul 18, 2023

BUY
$458.49 - $526.23 $3.24 Million - $3.71 Million
7,058 New
7,058 $3.39 Million
Q1 2017

May 10, 2017

SELL
N/A
-4,043 Closed
0 $0
Q4 2016

Feb 08, 2017

SELL
N/A
-55 Reduced 1.34%
4,043 $647,000
Q3 2016

Nov 07, 2016

BUY
N/A
4,098
4,098 $574,000

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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