A detailed history of Sargent Investment Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sargent Investment Group, LLC holds 4,735 shares of UNH stock, worth $2.4 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
4,735
Previous 3,868 22.41%
Holding current value
$2.4 Million
Previous $1.97 Million 40.58%
% of portfolio
0.51%
Previous 0.41%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$488.01 - $604.18 $423,104 - $523,824
867 Added 22.41%
4,735 $2.77 Million
Q2 2024

Aug 09, 2024

BUY
$439.2 - $524.63 $413,726 - $494,201
942 Added 32.19%
3,868 $1.97 Million
Q1 2024

May 10, 2024

BUY
$472.6 - $545.42 $32,609 - $37,633
69 Added 2.42%
2,926 $1.45 Million
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $138,066 - $149,854
271 Added 10.48%
2,857 $1.5 Million
Q3 2023

Nov 13, 2023

SELL
$447.75 - $510.93 $3,134 - $3,576
-7 Reduced 0.27%
2,586 $1.3 Million
Q2 2023

Jul 31, 2023

BUY
$458.49 - $526.23 $132,503 - $152,080
289 Added 12.54%
2,593 $1.25 Million
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $28,080 - $31,618
61 Added 2.72%
2,304 $1.09 Million
Q4 2022

Jan 31, 2023

BUY
$498.86 - $555.15 $7,981 - $8,882
16 Added 0.72%
2,243 $1.19 Million
Q3 2022

Oct 26, 2022

BUY
$501.24 - $549.95 $18,545 - $20,348
37 Added 1.69%
2,227 $1.16 Million
Q1 2022

May 06, 2022

SELL
$455.89 - $520.82 $1,367 - $1,562
-3 Reduced 0.14%
2,190 $1.12 Million
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $12,894 - $14,180
33 Added 1.53%
2,193 $857,000
Q2 2021

Aug 05, 2021

SELL
$364.37 - $420.89 $2,914 - $3,367
-8 Reduced 0.37%
2,160 $865,000
Q1 2021

May 04, 2021

SELL
$324.34 - $379.06 $16,216 - $18,953
-50 Reduced 2.25%
2,168 $807,000
Q4 2020

Feb 10, 2021

SELL
$303.68 - $356.82 $229,278 - $269,399
-755 Reduced 25.4%
2,218 $778,000
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $5,823 - $6,474
-20 Reduced 0.67%
2,973 $927,000
Q1 2020

May 12, 2020

BUY
$194.86 - $305.31 $21,629 - $33,889
111 Added 3.85%
2,993 $746,000
Q4 2019

Jan 30, 2020

BUY
$215.36 - $295.97 $11,629 - $15,982
54 Added 1.91%
2,882 $847,000
Q3 2019

Oct 29, 2019

BUY
$215.26 - $266.65 $215,905 - $267,449
1,003 Added 54.96%
2,828 $615,000
Q4 2018

Feb 12, 2019

BUY
$232.94 - $286.33 $425,115 - $522,552
1,825 New
1,825 $455,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $474B
  • 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

Track Sargent Investment Group, LLC Portfolio

Follow Sargent Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sargent Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sargent Investment Group, LLC with notifications on news.