Okabena Investment Services Inc Unitedhealth Group Inc Transaction History

Okabena Investment Services Inc

$313 Million
Q2 2024

A detailed history of Okabena Investment Services Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Okabena Investment Services Inc holds 5,721 shares of UNH stock, worth $3.19 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

5,721

Previous 5,065 12.95%

Holding current value

$3.19 Million

Previous $2.51 Million 16.29%

% of portfolio

0.93%

Previous 0.84%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $288,115 - $344,157	656 Added 12.95%	5,721 $2.91 Million
Q1 2024 May 13, 2024	SELL	$472.6 - $545.42 $521,750 - $602,143	-1,104 Reduced 17.9%	5,065 $2.51 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $2.4 Million - $2.61 Million	4,711 Added 323.11%	6,169 $3.25 Million
Q3 2023 Nov 27, 2023	BUY	$447.75 - $510.93 $616,104 - $703,039	1,376 Added 1678.05%	1,458 $735,000
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $703,415 - $802,671	-1,571 Reduced 95.04%	82 $41,000
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $736,793 - $845,651	1,607 Added 3493.48%	1,653 $794,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $758,163 - $853,689	-1,647 Reduced 97.28%	46 $21,000
Q4 2022 Feb 08, 2023	SELL	$498.86 - $555.15 $2.38 Million - $2.65 Million	-4,769 Reduced 73.8%	1,693 $897,000
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $1.3 Million - $1.43 Million	2,596 Added 67.15%	6,462 $3.26 Million
Q2 2022 Aug 11, 2022	SELL	$452.06 - $546.01 $780,707 - $942,959	-1,727 Reduced 30.88%	3,866 $1.99 Million
Q1 2022 May 12, 2022	SELL	$455.89 - $520.82 $179,164 - $204,682	-393 Reduced 6.57%	5,593 $2.85 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $2 Million - $2.61 Million	5,164 Added 628.22%	5,986 $3.01 Million
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $1.08 Million - $1.19 Million	-2,769 Reduced 77.11%	822 $321,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $1.31 Million - $1.51 Million	3,591 New	3,591 $1.44 Million
Q1 2021 May 14, 2021	SELL	$324.34 - $379.06 $1.08 Million - $1.27 Million	-3,345 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $1.02 Million - $1.19 Million	3,345 New	3,345 $1.17 Million
Q3 2020 Nov 12, 2020	SELL	$291.16 - $323.7 $1.38 Million - $1.53 Million	-4,733 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$229.49 - $311.85 $14,457 - $19,646	-63 Reduced 1.31%	4,733 $1.4 Million
Q1 2020 May 08, 2020	SELL	$194.86 - $305.31 $429,666 - $673,208	-2,205 Reduced 31.5%	4,796 $1.2 Million
Q4 2019 Feb 12, 2020	BUY	$215.36 - $295.97 $1.51 Million - $2.07 Million	7,001 New	7,001 $2.06 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $522B
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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Okabena Investment Services Inc Unitedhealth Group Inc Transaction History