A detailed history of Northcape Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 4,135 shares of UNH stock, worth $2.11 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
4,135
Previous 4,112 0.56%
Holding current value
$2.11 Million
Previous $2.16 Million 5.5%
% of portfolio
0.75%
Previous 0.79%

Shares

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

Apr 30, 2024

BUY
$472.6 - $545.42 $10,869 - $12,544
23 Added 0.56%
4,135 $2.05 Million
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $2,037 - $2,211
-4 Reduced 0.1%
4,112 $2.16 Million
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $21,044 - $24,013
47 Added 1.16%
4,116 $2.08 Million
Q2 2023

Aug 07, 2023

BUY
$458.49 - $526.23 $31,177 - $35,783
68 Added 1.7%
4,069 $1.96 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $201,624 - $227,028
438 Added 12.29%
4,001 $1.89 Million
Q4 2022

Feb 07, 2023

SELL
$498.86 - $555.15 $874,501 - $973,177
-1,753 Reduced 32.98%
3,563 $1.89 Million
Q3 2022

Nov 08, 2022

BUY
$501.24 - $549.95 $272,674 - $299,172
544 Added 11.4%
5,316 $2.69 Million
Q2 2022

Aug 09, 2022

SELL
$452.06 - $546.01 $283,893 - $342,894
-628 Reduced 11.63%
4,772 $2.45 Million
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $299,519 - $342,178
657 Added 13.85%
5,400 $2.75 Million
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $1.84 Million - $2.4 Million
4,743 New
4,743 $2.38 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $476B
  • 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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