A detailed history of Scholtz & Company, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Scholtz & Company, LLC holds 28,657 shares of UNH stock, worth $16.9 Million. This represents 6.23% of its overall portfolio holdings.

Number of Shares
28,657
Previous 27,160 5.51%
Holding current value
$16.9 Million
Previous $13.4 Million 8.61%
% of portfolio
6.23%
Previous 5.95%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$439.2 - $524.63 $657,482 - $785,371
1,497 Added 5.51%
28,657 $14.6 Million
Q1 2024

May 14, 2024

BUY
$472.6 - $545.42 $1.35 Million - $1.56 Million
2,855 Added 11.75%
27,160 $13.4 Million
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $1.86 Million - $2.02 Million
3,655 Added 17.7%
24,305 $12.8 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $282,530 - $322,396
-631 Reduced 2.97%
20,650 $10.4 Million
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $197,150 - $226,278
430 Added 2.06%
21,281 $10.2 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $1.5 Million - $1.68 Million
-3,250 Reduced 13.48%
20,851 $9.85 Million
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $288,839 - $321,431
-579 Reduced 2.35%
24,101 $12.8 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $1.21 Million - $1.33 Million
2,417 Added 10.86%
24,680 $12.9 Million
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $627,911 - $758,407
-1,389 Reduced 5.87%
22,263 $11.4 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $460,904 - $526,549
1,011 Added 4.47%
23,652 $12.1 Million
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $1.33 Million - $1.74 Million
3,443 Added 17.93%
22,641 $11.4 Million
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $1.1 Million - $1.21 Million
2,814 Added 17.18%
19,198 $7.5 Million
Q2 2021

Aug 09, 2021

BUY
$364.37 - $420.89 $170,525 - $196,976
468 Added 2.94%
16,384 $6.56 Million
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $143,682 - $167,923
443 Added 2.86%
15,916 $5.92 Million
Q4 2020

Feb 12, 2021

SELL
$303.68 - $356.82 $40,693 - $47,813
-134 Reduced 0.86%
15,473 $5.43 Million
Q3 2020

Nov 16, 2020

SELL
$291.16 - $323.7 $752,357 - $836,440
-2,584 Reduced 14.2%
15,607 $4.87 Million
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $1.36 Million - $1.85 Million
5,940 Added 48.49%
18,191 $5.37 Million
Q1 2020

May 14, 2020

BUY
$194.86 - $305.31 $472,730 - $740,682
2,426 Added 24.69%
12,251 $3.06 Million
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $24,766 - $34,036
115 Added 1.18%
9,825 $2.89 Million
Q3 2019

Nov 14, 2019

SELL
$215.26 - $266.65 $1.47 Million - $1.82 Million
-6,825 Reduced 41.28%
9,710 $2.11 Million
Q2 2019

Aug 14, 2019

SELL
$216.84 - $252.28 $981,417 - $1.14 Million
-4,526 Reduced 21.49%
16,535 $4.04 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $28,322 - $32,535
120 Added 0.57%
21,061 $5.21 Million
Q4 2018

Jan 29, 2019

BUY
$232.94 - $286.33 $80,364 - $98,783
345 Added 1.68%
20,941 $5.22 Million
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $993,353 - $1.08 Million
4,022 Added 24.27%
20,596 $5.48 Million
Q2 2018

Aug 13, 2018

BUY
$217.2 - $255.98 $1.24 Million - $1.46 Million
5,699 Added 52.4%
16,574 $4.07 Million
Q1 2018

May 11, 2018

BUY
$212.55 - $248.47 $2.31 Million - $2.7 Million
10,875 New
10,875 $2.33 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 $553B
  • 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 Scholtz & Company, LLC Portfolio

Follow Scholtz & Company, 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 Scholtz & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scholtz & Company, LLC with notifications on news.