A detailed history of O'Shaughnessy Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 84,331 shares of UNH stock, worth $42.9 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
84,331
Previous 84,182 0.18%
Holding current value
$42.9 Million
Previous $44.3 Million 5.87%
% of portfolio
0.47%
Previous 0.59%

Shares

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

May 13, 2024

BUY
$472.6 - $545.42 $70,417 - $81,267
149 Added 0.18%
84,331 $41.7 Million
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $916,027 - $994,240
1,798 Added 2.18%
84,182 $44.3 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $2.95 Million - $3.36 Million
6,584 Added 8.69%
82,384 $41.5 Million
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $6.22 Million - $7.14 Million
13,570 Added 21.81%
75,800 $36.4 Million
Q1 2023

May 12, 2023

SELL
$460.33 - $518.33 $6.29 Million - $7.08 Million
-13,667 Reduced 18.01%
62,230 $29.4 Million
Q4 2022

Feb 10, 2023

BUY
$498.86 - $555.15 $3.07 Million - $3.42 Million
6,162 Added 8.84%
75,897 $40.2 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $11.1 Million - $12.2 Million
-22,156 Reduced 24.11%
69,735 $35.2 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $2.05 Million - $2.48 Million
4,544 Added 5.2%
91,891 $47.2 Million
Q1 2022

May 13, 2022

BUY
$455.89 - $520.82 $4.68 Million - $5.34 Million
10,258 Added 13.31%
87,347 $44.5 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $1.03 Million - $1.34 Million
2,650 Added 3.56%
77,089 $38.7 Million
Q3 2021

Nov 10, 2021

BUY
$390.74 - $429.71 $21.3 Million - $23.4 Million
54,414 Added 271.73%
74,439 $29.1 Million
Q2 2021

Aug 09, 2021

BUY
$364.37 - $420.89 $1.12 Million - $1.3 Million
3,077 Added 18.16%
20,025 $8.02 Million
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $1.18 Million - $1.38 Million
3,632 Added 27.28%
16,948 $6.31 Million
Q4 2020

Feb 11, 2021

BUY
$303.68 - $356.82 $587,013 - $689,733
1,933 Added 16.98%
13,316 $4.67 Million
Q3 2020

Nov 12, 2020

BUY
$291.16 - $323.7 $964,030 - $1.07 Million
3,311 Added 41.02%
11,383 $3.55 Million
Q2 2020

Aug 13, 2020

BUY
$229.49 - $311.85 $1.61 Million - $2.19 Million
7,028 Added 673.18%
8,072 $2.38 Million
Q1 2020

May 13, 2020

SELL
$194.86 - $305.31 $200,705 - $314,469
-1,030 Reduced 49.66%
1,044 $260,000
Q4 2019

Feb 12, 2020

BUY
$215.36 - $295.97 $436,104 - $599,339
2,025 Added 4132.65%
2,074 $610,000
Q3 2019

Nov 14, 2019

SELL
$215.26 - $266.65 $6,242 - $7,732
-29 Reduced 37.18%
49 $11,000
Q2 2019

Aug 07, 2019

BUY
$216.84 - $252.28 $433 - $504
2 Added 2.63%
78 $19,000
Q4 2018

Feb 12, 2019

SELL
$232.94 - $286.33 $1,630 - $2,004
-7 Reduced 8.43%
76 $19,000
Q3 2018

Nov 06, 2018

SELL
$246.98 - $269.65 $3,704 - $4,044
-15 Reduced 15.31%
83 $22,000
Q1 2018

May 08, 2018

SELL
$212.55 - $248.47 $848,074 - $991,395
-3,990 Reduced 97.6%
98 $21,000
Q4 2017

Feb 13, 2018

SELL
$192.52 - $228.17 $10,011 - $11,864
-52 Reduced 1.26%
4,088 $901,000
Q3 2017

Nov 13, 2017

BUY
$190.82 - $199.75 $10,304 - $10,786
54 Added 1.32%
4,140 $811,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,086
4,086 $758,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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