Morningstar Investment Services LLC Unitedhealth Group Inc Transaction History

Morningstar Investment Services LLC

  • $1.1 Billion
  • Q4 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 9,849 shares of UNH stock, worth $4.86 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,849
Previous 107,435 90.83%
Holding current value
$4.86 Million
Previous $62.5 Million 92.03%
% of portfolio
0.45%
Previous 0.64%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$485.52 - $625.25 $47.4 Million - $61 Million
-97,586 Reduced 90.83%
9,849 $4.98 Million
Q3 2024

Nov 07, 2024
SELL
$488.01 - $604.18 $493,866 - $611,430
-1,012 Reduced 0.93%
107,435 $62.5 Million
Q2 2024

Aug 13, 2024
BUY
$439.2 - $524.63 $150,206 - $179,423
342 Added 0.32%
108,447 $52.8 Million
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
4,069
Shares Held
788M
Call Options Held
9.06M
Put Options Held
9.06M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $462B
  • 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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