Rothschild Capital Partners, LLC Unitedhealth Group Inc Transaction History

Rothschild Capital Partners, LLC

$357 Million
Q3 2024

A detailed history of Rothschild Capital Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Rothschild Capital Partners, LLC holds 16,106 shares of UNH stock, worth $8.06 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

16,106

Previous 15,482 4.03%

Holding current value

$8.06 Million

Previous $7.88 Million 19.43%

% of portfolio

2.63%

Previous 2.25%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$488.01 - $604.18 $304,518 - $377,008	624 Added 4.03%	16,106 $9.42 Million
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $25,993 - $29,998	-55 Reduced 0.35%	15,482 $7.66 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $182,390 - $197,963	358 Added 2.36%	15,537 $8.18 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $5,984 - $6,738	13 Added 0.09%	15,179 $7.17 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $1,496 - $1,665	3 Added 0.02%	15,166 $8.04 Million
Q1 2022 May 04, 2022	SELL	$455.89 - $520.82 $219,738 - $251,035	-482 Reduced 3.08%	15,163 $7.73 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $48,376 - $63,197	125 Added 0.81%	15,645 $7.86 Million
Q3 2021 Nov 02, 2021	BUY	$390.74 - $429.71 $49,233 - $54,143	126 Added 0.82%	15,520 $6.06 Million
Q2 2021 Jul 30, 2021	SELL	$364.37 - $420.89 $110,768 - $127,950	-304 Reduced 1.94%	15,394 $6.16 Million
Q1 2021 May 03, 2021	SELL	$324.34 - $379.06 $15,568 - $18,194	-48 Reduced 0.3%	15,698 $5.84 Million
Q4 2020 Jan 29, 2021	BUY	$303.68 - $356.82 $127,545 - $149,864	420 Added 2.74%	15,746 $5.52 Million
Q4 2019 Jan 24, 2020	SELL	$215.36 - $295.97 $41,995 - $57,714	-195 Reduced 1.26%	15,326 $4.51 Million
Q1 2019 May 07, 2019	SELL	$236.02 - $271.13 $14,869 - $17,081	-63 Reduced 0.4%	15,521 $3.84 Million
Q4 2018 Jan 29, 2019	BUY	$232.94 - $286.33 $18,635 - $22,906	80 Added 0.52%	15,584 $3.88 Million
Q1 2018 May 03, 2018	SELL	$212.55 - $248.47 $8,289 - $9,690	-39 Reduced 0.25%	15,504 $3.32 Million
Q4 2017 Jan 31, 2018	SELL	$192.52 - $228.17 $36,963 - $43,808	-192 Reduced 1.22%	15,543 $3.43 Million
Q3 2017 Oct 31, 2017	SELL	$190.82 - $199.75 $289,855 - $303,420	-1,519 Reduced 8.8%	15,735 $3.08 Million
Q1 2017 Sep 06, 2018	SELL	N/A	-991 Reduced 5.43%	17,254 $2.83 Million
Q4 2016 Sep 06, 2018	BUY	N/A	9,915 Added 119.03%	18,245 $2.92 Million
Q3 2016 Sep 06, 2018	SELL	N/A	-8,853 Reduced 51.52%	8,330 $1.17 Million
Q2 2016 Sep 06, 2018	BUY	N/A	17,183	17,183 $2.43 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $468B
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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Rothschild Capital Partners, LLC Unitedhealth Group Inc Transaction History