Moneta Group Investment Advisors LLC Unitedhealth Group Inc Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 23,189 shares of UNH stock, worth $11.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

23,189

Previous 24,243 4.35%

Holding current value

$11.8 Million

Previous $12.3 Million 9.83%

% of portfolio

0.15%

Previous 0.2%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $514,362 - $636,805	-1,054 Reduced 4.35%	23,189 $13.6 Million
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $1.25 Million - $1.49 Million	2,840 Added 13.27%	24,243 $12.3 Million
Q1 2024 Aug 13, 2024	BUY	$472.6 - $545.42 $702,756 - $811,039	1,487 Added 7.47%	21,403 $10.6 Million
Q4 2023 Feb 15, 2024	BUY	$509.47 - $552.97 $1.16 Million - $1.26 Million	2,285 Added 12.96%	19,916 $10.5 Million
Q3 2023 Nov 15, 2023	BUY	$447.75 - $510.93 $306,708 - $349,987	685 Added 4.04%	17,631 $8.89 Million
Q2 2023 Aug 15, 2023	BUY	$458.49 - $526.23 $966,955 - $1.11 Million	2,109 Added 14.21%	16,946 $8.14 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $643,081 - $724,107	1,397 Added 10.39%	14,837 $7.01 Million
Q4 2022 Feb 16, 2023	SELL	$498.86 - $555.15 $5.89 Billion - $6.56 Billion	-11,811,996 Reduced 99.9%	11,824 $6.27 Million
Q4 2022 Feb 16, 2023	BUY	$498.86 - $555.15 $806,157 - $897,122	1,616 Added 13.67%	13,440 $7.13 Million
Q4 2022 Feb 15, 2023	BUY	$498.86 - $555.15 $5.89 Billion - $6.56 Billion	11,812,017 Added 100076.4%	11,823,820 $6.27 Billion
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $179,945 - $197,432	-359 Reduced 2.95%	11,803 $5.96 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $389,223 - $470,114	861 Added 7.62%	12,162 $6.25 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $289,490 - $330,720	635 Added 5.95%	11,301 $5.76 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $206,663 - $269,979	534 Added 5.27%	10,666 $5.36 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $132,851 - $146,101	340 Added 3.47%	10,132 $3.96 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $52,469 - $60,608	-144 Reduced 1.45%	9,792 $3.92 Million
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $512,781 - $599,293	1,581 Added 18.92%	9,936 $3.7 Million
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $364,112 - $427,827	1,199 Added 16.76%	8,355 $2.93 Million
Q3 2020 Nov 13, 2020	SELL	$291.16 - $323.7 $140,630 - $156,347	-483 Reduced 6.32%	7,156 $2.23 Million
Q2 2020 Aug 12, 2020	BUY	$229.49 - $311.85 $55,307 - $75,155	241 Added 3.26%	7,639 $2.25 Million
Q1 2020 May 13, 2020	BUY	$194.86 - $305.31 $123,151 - $192,955	632 Added 9.34%	7,398 $1.85 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $3,445 - $4,735	16 Added 0.24%	6,766 $1.99 Million
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $29,275 - $36,264	136 Added 2.06%	6,750 $1.47 Million
Q2 2019 Aug 16, 2019	BUY	$216.84 - $252.28 $848,278 - $986,919	3,912 Added 144.78%	6,614 $1.61 Million
Q2 2019 Aug 13, 2019	SELL	$216.84 - $252.28 $902,271 - $1.05 Million	-4,161 Reduced 60.63%	2,702 $1.61 Million
Q1 2019 May 16, 2019	SELL	$236.02 - $271.13 $1.27 Million - $1.46 Million	-5,399 Reduced 44.03%	6,863 $1.7 Million
Q1 2019 May 15, 2019	BUY	$236.02 - $271.13 $1.25 Million - $1.44 Million	5,293 Added 75.95%	12,262 $1.7 Million
Q4 2018 Feb 11, 2019	BUY	$232.94 - $286.33 $76,404 - $93,916	328 Added 4.94%	6,969 $1.74 Million
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $40,504 - $44,222	164 Added 2.53%	6,641 $1.77 Million
Q2 2018 Aug 15, 2018	SELL	$217.2 - $255.98 $2.58 Million - $3.04 Million	-11,865 Reduced 64.69%	6,477 $1.59 Million
Q2 2018 Aug 15, 2018	SELL	$217.2 - $255.98 $32,797 - $38,652	-151 Reduced 0.82%	18,342 $1.59 Million
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $2.94 Million - $3.47 Million	13,550 Added 274.13%	18,493 $1.73 Million
Q1 2018 May 14, 2018	BUY	$212.55 - $248.47 $86,932 - $101,624	409 Added 9.02%	4,943 $1.06 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $4,813 - $5,704	-25 Reduced 0.55%	4,534 $1 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $869,948 - $910,660	4,559	4,559 $893,000

Others Institutions Holding UNH

# of Institutions

3,839

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $475B
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...

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Moneta Group Investment Advisors LLC Unitedhealth Group Inc Transaction History