A detailed history of Mc Elhenny Sheffield Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mc Elhenny Sheffield Capital Management, LLC holds 1,033 shares of UNH stock, worth $516,634. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,033
Previous 1,948 46.97%
Holding current value
$516,634
Previous $992,000 39.21%
% of portfolio
0.2%
Previous 0.34%

Shares

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

Oct 18, 2024

SELL
$488.01 - $604.18 $446,529 - $552,824
-915 Reduced 46.97%
1,033 $603,000
Q2 2024

Jul 10, 2024

SELL
$439.2 - $524.63 $28,987 - $34,625
-66 Reduced 3.28%
1,948 $992,000
Q1 2024

Apr 17, 2024

BUY
$472.6 - $545.42 $2,835 - $3,272
6 Added 0.3%
2,014 $996,000
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $502,337 - $545,228
986 Added 96.48%
2,008 $1.06 Million
Q2 2023

Jul 14, 2023

SELL
$458.49 - $526.23 $154,052 - $176,813
-336 Reduced 24.74%
1,022 $491,000
Q1 2023

Apr 13, 2023

BUY
$460.33 - $518.33 $18,873 - $21,251
41 Added 3.11%
1,358 $641,000
Q4 2022

Jan 11, 2023

BUY
$498.86 - $555.15 $10,476 - $11,658
21 Added 1.62%
1,317 $0
Q3 2022

Oct 14, 2022

SELL
$501.24 - $549.95 $501 - $549
-1 Reduced 0.08%
1,296 $655,000
Q2 2022

Jul 22, 2022

BUY
$452.06 - $546.01 $14,465 - $17,472
32 Added 2.53%
1,297 $666,000
Q3 2021

Oct 12, 2021

BUY
$390.74 - $429.71 $494,286 - $543,583
1,265 New
1,265 $494,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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