New Edge Advisors, LLC Unitedhealth Group Inc Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, New Edge Advisors, LLC holds 124,327 shares of UNH stock, worth $62.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

124,327

Previous 120,598 3.09%

Holding current value

$62.6 Million

Previous $70.5 Million 10.81%

% of portfolio

0.39%

Previous 0.47%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$485.52 - $625.25 $1.81 Million - $2.33 Million	3,729 Added 3.09%	124,327 $62.9 Million
Q3 2024 Nov 14, 2024	SELL	$488.01 - $604.18 $1.23 Million - $1.53 Million	-2,528 Reduced 2.05%	120,598 $70.5 Million
Q2 2024 Aug 15, 2024	BUY	$439.2 - $524.63 $6.12 Million - $7.3 Million	13,924 Added 12.75%	123,126 $62.7 Million
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $2.19 Million - $2.53 Million	-4,642 Reduced 4.08%	109,202 $54 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $6.77 Million - $7.35 Million	13,287 Added 13.21%	113,844 $59.9 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $86,415 - $98,609	193 Added 0.19%	100,557 $50.7 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $1.08 Million - $1.23 Million	-2,345 Reduced 2.28%	100,364 $48.2 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $25.5 Million - $28.7 Million	-55,351 Reduced 35.02%	102,709 $48.5 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $6.51 Million - $7.25 Million	13,057 Added 9.0%	158,060 $83.8 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $2.19 Million - $2.4 Million	4,367 Added 3.11%	145,003 $73.2 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $6.72 Million - $8.11 Million	14,856 Added 11.81%	140,636 $72.2 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $5.42 Million - $6.19 Million	11,880 Added 10.43%	125,780 $64.1 Million
Q4 2021 Feb 17, 2022	BUY	$387.01 - $505.58 $29.8 Million - $38.9 Million	76,875 Added 207.63%	113,900 $57.2 Million
Q3 2021 Oct 29, 2021	BUY	$390.74 - $429.71 $2.26 Million - $2.49 Million	5,785 Added 18.52%	37,025 $14.5 Million
Q2 2021 Jul 22, 2021	BUY	$364.37 - $420.89 $873,394 - $1.01 Million	2,397 Added 8.31%	31,240 $12.5 Million
Q1 2021 Apr 26, 2021	BUY	$324.34 - $379.06 $236,443 - $276,334	729 Added 2.59%	28,843 $10.7 Million
Q4 2020 Jan 27, 2021	SELL	$303.68 - $356.82 $1.66 Million - $1.95 Million	-5,473 Reduced 16.29%	28,114 $9.86 Million
Q3 2020 Nov 03, 2020	BUY	$291.16 - $323.7 $579,699 - $644,486	1,991 Added 6.3%	33,587 $10.5 Million
Q2 2020 Jul 29, 2020	BUY	$229.49 - $311.85 $2.07 Million - $2.82 Million	9,038 Added 40.07%	31,596 $9.32 Million
Q1 2020 May 04, 2020	BUY	$194.86 - $305.31 $526,122 - $824,337	2,700 Added 13.6%	22,558 $5.63 Million
Q4 2019 Jan 31, 2020	BUY	$215.36 - $295.97 $369,773 - $508,180	1,717 Added 9.46%	19,858 $5.84 Million
Q3 2019 Nov 06, 2019	BUY	$215.26 - $266.65 $754,486 - $934,608	3,505 Added 23.95%	18,141 $4.03 Million
Q2 2019 Aug 05, 2019	SELL	$216.84 - $252.28 $870,829 - $1.01 Million	-4,016 Reduced 21.53%	14,636 $3.57 Million
Q1 2019 May 14, 2019	BUY	$236.02 - $271.13 $4.4 Million - $5.06 Million	18,652 New	18,652 $4.61 Million
Q1 2019 May 09, 2019	SELL	$236.02 - $271.13 $3.63 Million - $4.17 Million	-15,388 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	$232.94 - $286.33 $262,057 - $322,121	1,125 Added 7.89%	15,388 $3.83 Million
Q3 2018 Oct 29, 2018	BUY	$246.98 - $269.65 $1.09 Million - $1.18 Million	4,394 Added 44.52%	14,263 $3.79 Million
Q2 2018 Jul 19, 2018	SELL	$217.2 - $255.98 $68,852 - $81,145	-317 Reduced 3.11%	9,869 $2.44 Million
Q1 2018 May 11, 2018	BUY	$212.55 - $248.47 $188,956 - $220,889	889 Added 9.56%	10,186 $2.21 Million
Q4 2017 Feb 08, 2018	BUY	$192.52 - $228.17 $302,448 - $358,455	1,571 Added 20.33%	9,297 $2.09 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $172,310 - $180,374	903 Added 13.23%	7,726 $1.52 Million
Q2 2017 Aug 16, 2017	BUY	N/A	6,823	6,823 $0

Others Institutions Holding UNH

# of Institutions

4,076

Shares Held

789M

Call Options Held

9.06M

Put Options Held

9.06M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $471B
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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New Edge Advisors, LLC Unitedhealth Group Inc Transaction History