Rothschild Investment Corp Unitedhealth Group Inc Transaction History

Rothschild Investment Corp

$1.19 Billion
Q3 2023

A detailed history of Rothschild Investment Corp transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Rothschild Investment Corp holds 4,259 shares of UNH stock, worth $2.54 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,259

Previous 3,917 8.73%

Holding current value

$2.54 Million

Previous $1.88 Million 14.08%

% of portfolio

0.18%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 16, 2023	BUY	$447.75 - $510.93 $153,130 - $174,738	342 Added 8.73%	4,259 $2.15 Million
Q2 2023 Jul 18, 2023	BUY	$458.49 - $526.23 $407,139 - $467,292	888 Added 29.32%	3,917 $1.88 Million
Q1 2023 Apr 24, 2023	BUY	$460.33 - $518.33 $5,063 - $5,701	11 Added 0.36%	3,029 $1.43 Million
Q4 2022 Jan 19, 2023	SELL	$498.86 - $555.15 $10,476 - $11,658	-21 Reduced 0.69%	3,018 $1.6 Million
Q3 2022 Oct 21, 2022	SELL	$501.24 - $549.95 $5,513 - $6,049	-11 Reduced 0.36%	3,039 $1.54 Million
Q1 2022 Apr 18, 2022	SELL	$455.89 - $520.82 $5,470 - $6,249	-12 Reduced 0.39%	3,050 $1.56 Million
Q4 2021 Jan 24, 2022	SELL	$387.01 - $505.58 $19,350 - $25,279	-50 Reduced 1.61%	3,062 $1.54 Million
Q3 2021 Oct 12, 2021	SELL	$390.74 - $429.71 $723,259 - $795,393	-1,851 Reduced 37.3%	3,112 $1.22 Million
Q2 2021 Jul 19, 2021	BUY	$364.37 - $420.89 $65,586 - $75,760	180 Added 3.76%	4,963 $1.99 Million
Q1 2021 Apr 15, 2021	BUY	$324.34 - $379.06 $479,050 - $559,871	1,477 Added 44.68%	4,783 $1.78 Million
Q4 2020 Jan 25, 2021	SELL	$303.68 - $356.82 $111,146 - $130,596	-366 Reduced 9.97%	3,306 $1.16 Million
Q2 2020 Jul 24, 2020	SELL	$229.49 - $311.85 $1.07 Million - $1.45 Million	-4,646 Reduced 55.85%	3,672 $1.08 Million
Q1 2020 Apr 16, 2020	BUY	$194.86 - $305.31 $28,839 - $45,185	148 Added 1.81%	8,318 $2.07 Million
Q4 2019 Jan 22, 2020	BUY	$215.36 - $295.97 $1.76 Million - $2.42 Million	8,170 New	8,170 $2.4 Million

Others Institutions Holding UNH

# of Institutions

3,814

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 $558B
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 Investment Corp Unitedhealth Group Inc Transaction History