A detailed history of Schechter Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 20,781 shares of UNH stock, worth $10.2 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
20,781
Previous 15,079 37.81%
Holding current value
$10.2 Million
Previous $7.94 Million 29.5%
% of portfolio
1.0%
Previous 0.84%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$472.6 - $545.42 $2.69 Million - $3.11 Million
5,702 Added 37.81%
20,781 $10.3 Million
Q4 2023

Jan 17, 2024

SELL
$509.47 - $552.97 $208,373 - $226,164
-409 Reduced 2.64%
15,079 $7.94 Million
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $257,008 - $293,273
574 Added 3.85%
15,488 $7.81 Million
Q2 2023

Jul 26, 2023

BUY
$458.49 - $526.23 $124,250 - $142,608
271 Added 1.85%
14,914 $7.17 Million
Q1 2023

Apr 28, 2023

SELL
$460.33 - $518.33 $629,271 - $708,557
-1,367 Reduced 8.54%
14,643 $6.92 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $119,227 - $132,680
239 Added 1.52%
16,010 $8.49 Million
Q3 2022

Nov 04, 2022

SELL
$501.24 - $549.95 $65,161 - $71,493
-130 Reduced 0.82%
15,771 $7.97 Million
Q2 2022

Nov 03, 2022

BUY
$452.06 - $546.01 $7.19 Million - $8.68 Million
15,901 New
15,901 $8.17 Million
Q1 2022

Nov 18, 2022

BUY
$455.89 - $520.82 $371,550 - $424,468
815 Added 5.17%
16,586 $8.46 Million
Q4 2021

Dec 27, 2022

BUY
$387.01 - $505.58 $280,582 - $366,545
725 Added 4.6%
16,496 $8.28 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $458B
  • 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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