A detailed history of New World Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, New World Advisors LLC holds 719 shares of UNH stock, worth $353,827. This represents 0.1% of its overall portfolio holdings.

Number of Shares
719
Previous 747 3.75%
Holding current value
$353,827
Previous $393,000 9.67%
% of portfolio
0.1%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $13,232 - $15,271
-28 Reduced 3.75%
719 $355,000
Q4 2023

Jan 29, 2024

BUY
$509.47 - $552.97 $7,642 - $8,294
15 Added 2.05%
747 $393,000
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $3,134 - $3,576
7 Added 0.97%
732 $369,000
Q2 2023

Jul 31, 2023

SELL
$458.49 - $526.23 $152,218 - $174,708
-332 Reduced 31.41%
725 $348,000
Q1 2023

May 01, 2023

BUY
$460.33 - $518.33 $122,908 - $138,394
267 Added 33.8%
1,057 $499,000
Q4 2022

Jan 31, 2023

BUY
$498.86 - $555.15 $31,428 - $34,974
63 Added 8.67%
790 $418,000
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $42,605 - $46,745
85 Added 13.24%
727 $367,000
Q2 2022

Aug 12, 2022

SELL
$452.06 - $546.01 $46,562 - $56,239
-103 Reduced 13.83%
642 $322,000
Q1 2022

May 11, 2022

BUY
$455.89 - $520.82 $15,500 - $17,707
34 Added 4.78%
745 $401,000
Q3 2021

Nov 03, 2021

BUY
$390.74 - $429.71 $277,816 - $305,523
711 New
711 $319,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $460B
  • 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
Track This Portfolio

Track New World Advisors LLC Portfolio

Follow New World Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New World Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New World Advisors LLC with notifications on news.