Private Advisory Group LLC Unitedhealth Group Inc Transaction History

Private Advisory Group LLC

$820 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $740,210 - $833,474	-1,608 Reduced 10.94%	13,096 $6.19 Million
Q4 2022 Feb 13, 2023	SELL	$498.86 - $555.15 $29,931 - $33,309	-60 Reduced 0.41%	14,704 $7.8 Million
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $693,214 - $760,580	-1,383 Reduced 8.57%	14,764 $7.46 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $355,319 - $429,163	786 Added 5.12%	16,147 $8.29 Million
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $2.08 Million - $2.38 Million	-4,572 Reduced 22.94%	15,361 $7.83 Million
Q4 2021 Jan 27, 2022	BUY	$387.01 - $505.58 $486,471 - $635,514	1,257 Added 6.73%	19,933 $10 Million
Q3 2021 Oct 22, 2021	BUY	$390.74 - $429.71 $216,469 - $238,059	554 Added 3.06%	18,676 $7.3 Million
Q2 2021 Aug 02, 2021	BUY	$364.37 - $420.89 $527,243 - $609,027	1,447 Added 8.68%	18,122 $7.26 Million
Q1 2021 Apr 08, 2021	BUY	$324.34 - $379.06 $434,615 - $507,940	1,340 Added 8.74%	16,675 $6.2 Million
Q4 2020 Feb 05, 2021	BUY	$303.68 - $356.82 $223,204 - $262,262	735 Added 5.03%	15,335 $5.38 Million
Q3 2020 Oct 13, 2020	SELL	$291.16 - $323.7 $47,459 - $52,763	-163 Reduced 1.1%	14,600 $4.55 Million
Q2 2020 Jul 21, 2020	BUY	$229.49 - $311.85 $7,343 - $9,979	32 Added 0.22%	14,763 $4.35 Million
Q1 2020 Apr 24, 2020	BUY	$194.86 - $305.31 $5,261 - $8,243	27 Added 0.18%	14,731 $3.67 Million
Q4 2019 Jan 30, 2020	BUY	$215.36 - $295.97 $603,654 - $829,603	2,803 Added 23.55%	14,704 $4.32 Million
Q3 2019 Oct 23, 2019	BUY	$215.26 - $266.65 $341,832 - $423,440	1,588 Added 15.4%	11,901 $2.59 Million
Q2 2019 Jul 25, 2019	BUY	$216.84 - $252.28 $286,011 - $332,757	1,319 Added 14.67%	10,313 $2.52 Million
Q4 2018 Feb 11, 2019	SELL	$232.94 - $286.33 $371,073 - $456,123	-1,593 Reduced 15.05%	8,994 $2.24 Million
Q3 2018 Nov 07, 2018	BUY	$246.98 - $269.65 $23,957 - $26,156	97 Added 0.92%	10,587 $2.83 Million
Q2 2018 Aug 07, 2018	BUY	$217.2 - $255.98 $1.67 Million - $1.96 Million	7,674 Added 272.51%	10,490 $2.57 Million
Q1 2018 May 01, 2018	BUY	$212.55 - $248.47 $9,139 - $10,684	43 Added 1.55%	2,816 $603,000
Q4 2017 Jan 30, 2018	SELL	$192.52 - $228.17 $196,370 - $232,733	-1,020 Reduced 26.89%	2,773 $611,000
Q3 2017 Nov 08, 2017	SELL	$190.82 - $199.75 $14,883 - $15,580	-78 Reduced 2.01%	3,793 $743,000
Q2 2017 Aug 15, 2017	BUY	N/A	3,871	3,871 $717,000

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$46.8 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$41 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$25.1 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$15.6 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$14.5 Billion
1.59% of portfolio

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...

More about UNH

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