Morningstar Investment Services LLC Unitedhealth Group Inc Transaction History

Morningstar Investment Services LLC

$9.09 Billion
Q1 2024

A detailed history of Morningstar Investment Services LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Morningstar Investment Services LLC holds 108,105 shares of UNH stock, worth $53.6 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

108,105

Previous 221,350 51.16%

Holding current value

$53.6 Million

Previous $116 Million 54.12%

% of portfolio

0.59%

Previous 0.65%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $53.5 Million - $61.8 Million	-113,245 Reduced 51.16%	108,105 $53.3 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $55.1 Million - $59.8 Million	108,224 Added 95.67%	221,350 $116 Million
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $609,835 - $695,886	-1,362 Reduced 1.19%	113,126 $57.7 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $1.98 Million - $2.28 Million	-4,325 Reduced 3.64%	114,488 $54.5 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $54.7 Million - $61.6 Million	118,813 New	118,813 $56.1 Million

Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $1.56 Million - $1.74 Million	-3,127 Reduced 2.48%	122,823 $62.4 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $26.3 Million - $28.9 Million	-52,533 Reduced 29.43%	125,950 $68.2 Million
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $10.1 Million - $12.2 Million	-22,371 Reduced 11.14%	178,483 $91.7 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $1.42 Million - $1.62 Million	3,116 Added 1.58%	200,854 $104 Million
Q4 2021 Feb 01, 2022	BUY	$387.01 - $505.58 $1.81 Million - $2.37 Million	4,685 Added 2.43%	197,738 $99.3 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $1.38 Million - $1.52 Million	3,527 Added 1.86%	193,053 $77.3 Million
Q2 2021 Aug 12, 2021	BUY	$364.37 - $420.89 $2.16 Million - $2.5 Million	5,930 Added 3.23%	189,526 $75.5 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $1.54 Million - $1.8 Million	4,741 Added 2.65%	183,596 $68.6 Million
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $1.54 Million - $1.81 Million	5,075 Added 2.92%	178,855 $62.7 Million
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $1.91 Million - $2.12 Million	6,561 Added 3.92%	173,780 $52.8 Million
Q2 2020 Jul 30, 2020	BUY	$229.49 - $311.85 $1.75 Million - $2.38 Million	7,642 Added 4.79%	167,219 $48.5 Million
Q1 2020 May 04, 2020	BUY	$194.86 - $305.31 $1.14 Million - $1.79 Million	5,861 Added 3.81%	159,577 $40.1 Million
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $2.47 Million - $3.39 Million	11,453 Added 8.05%	153,716 $45.2 Million
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $1.71 Million - $2.11 Million	7,928 Added 5.9%	142,263 $30.9 Million
Q2 2019 Aug 13, 2019	BUY	$216.84 - $252.28 $2.02 Million - $2.35 Million	9,326 Added 7.46%	134,335 $32.8 Million
Q1 2019 May 13, 2019	BUY	$236.02 - $271.13 $1.3 Million - $1.49 Million	5,490 Added 4.59%	125,009 $30.9 Million
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $1.2 Million - $1.47 Million	5,145 Added 4.5%	119,519 $29.8 Million
Q3 2018 Nov 08, 2018	BUY	$246.98 - $269.65 $540,145 - $589,724	2,187 Added 1.95%	114,374 $30.4 Million
Q2 2018 Aug 03, 2018	BUY	$217.2 - $255.98 $1.37 Million - $1.61 Million	6,296 Added 5.95%	112,187 $27.5 Million
Q1 2018 May 10, 2018	BUY	$212.55 - $248.47 $883,570 - $1.03 Million	4,157 Added 4.09%	105,891 $22.7 Million
Q4 2017 Feb 08, 2018	BUY	$192.52 - $228.17 $19.6 Million - $23.2 Million	101,734	101,734 $22.4 Million

Others Institutions Holding UNH

# of Institutions

3,667

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $463B
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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Morningstar Investment Services LLC Unitedhealth Group Inc Transaction History