Schneider Downs Wealth Management Advisors, LP Unitedhealth Group Inc Transaction History

Schneider Downs Wealth Management Advisors, LP

$439 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	SELL	$501.24 - $549.95 $266,158 - $292,023	-531 Reduced 30.39%	1,216 $614,000
Q2 2022 Jul 13, 2022	SELL	$452.06 - $546.01 $5,876 - $7,098	-13 Reduced 0.74%	1,747 $897,000
Q1 2022 May 02, 2022	SELL	$455.89 - $520.82 $53,795 - $61,456	-118 Reduced 6.28%	1,760 $898,000
Q4 2021 Jan 31, 2022	SELL	$387.01 - $505.58 $11,997 - $15,672	-31 Reduced 1.62%	1,878 $943,000
Q3 2021 Oct 14, 2021	BUY	$390.74 - $429.71 $92,996 - $102,270	238 Added 14.24%	1,909 $746,000
Q2 2021 Jul 20, 2021	BUY	$364.37 - $420.89 $2,914 - $3,367	8 Added 0.48%	1,671 $669,000
Q1 2021 Apr 26, 2021	BUY	$324.34 - $379.06 $539,377 - $630,376	1,663 New	1,663 $619,000
Q4 2020 Jan 21, 2021	SELL	$303.68 - $356.82 $260,861 - $306,508	-859 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$194.86 - $305.31 $167,384 - $262,261	859 New	859 $214,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$48.4 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$42.4 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.2 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $540B
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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