Prudent Man Advisors, LLC Unitedhealth Group Inc Transaction History

Prudent Man Advisors, LLC

$263 Million
Q1 2024

A detailed history of Prudent Man Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 2,217 shares of UNH stock, worth $1.09 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

2,217

Previous 2,314 4.19%

Holding current value

$1.09 Million

Previous $1.22 Million 10.02%

% of portfolio

0.42%

Previous 0.46%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $45,842 - $52,905	-97 Reduced 4.19%	2,217 $1.1 Million
Q4 2023 Feb 13, 2024	SELL	$509.47 - $552.97 $16,303 - $17,695	-32 Reduced 1.36%	2,314 $1.22 Million
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $37,611 - $42,918	-84 Reduced 3.46%	2,346 $1.18 Million
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $22,466 - $25,785	-49 Reduced 1.98%	2,430 $1.17 Million
Q1 2023 May 05, 2023	SELL	$460.33 - $518.33 $5,523 - $6,219	-12 Reduced 0.48%	2,479 $1.17 Million

Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $255,416 - $284,236	512 Added 25.87%	2,491 $1.32 Million
Q3 2022 Nov 09, 2022	SELL	$501.24 - $549.95 $5,012 - $5,499	-10 Reduced 0.5%	1,979 $999,000
Q2 2022 Aug 05, 2022	SELL	$452.06 - $546.01 $5,424 - $6,552	-12 Reduced 0.6%	1,989 $1.02 Million
Q1 2022 May 09, 2022	SELL	$455.89 - $520.82 $32,368 - $36,978	-71 Reduced 3.43%	2,001 $1.02 Million
Q4 2021 Feb 10, 2022	SELL	$387.01 - $505.58 $17,415 - $22,751	-45 Reduced 2.13%	2,072 $1.04 Million
Q3 2021 Nov 10, 2021	SELL	$390.74 - $429.71 $8,205 - $9,023	-21 Reduced 0.98%	2,117 $827,000
Q2 2021 Aug 03, 2021	BUY	$364.37 - $420.89 $33,886 - $39,142	93 Added 4.55%	2,138 $856,000
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $19,136 - $22,364	59 Added 2.97%	2,045 $761,000
Q4 2020 Feb 11, 2021	SELL	$303.68 - $356.82 $27,331 - $32,113	-90 Reduced 4.34%	1,986 $696,000
Q3 2020 Nov 16, 2020	BUY	$291.16 - $323.7 $39,306 - $43,699	135 Added 6.96%	2,076 $647,000
Q2 2020 Aug 12, 2020	BUY	$229.49 - $311.85 $445,440 - $605,300	1,941 New	1,941 $572,000

Others Institutions Holding UNH

# of Institutions

3,673

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $460B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prudent Man Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prudent Man Advisors, LLC with notifications on news.

Account

Prudent Man Advisors, LLC Unitedhealth Group Inc Transaction History