Sendero Wealth Management, LLC Unitedhealth Group Inc Transaction History

Sendero Wealth Management, LLC

$615 Million
Q3 2024

A detailed history of Sendero Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 2,692 shares of UNH stock, worth $1.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,692

Previous 2,655 1.39%

Holding current value

$1.5 Million

Previous $1.35 Million 16.35%

% of portfolio

0.26%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$488.01 - $604.18 $18,056 - $22,354	37 Added 1.39%	2,692 $1.57 Million
Q2 2024 Jul 12, 2024	BUY	$439.2 - $524.63 $429,537 - $513,088	978 Added 58.32%	2,655 $1.35 Million
Q1 2024 Apr 16, 2024	SELL	$472.6 - $545.42 $420,614 - $485,423	-890 Reduced 34.67%	1,677 $829,000
Q4 2023 Jan 17, 2024	BUY	$509.47 - $552.97 $52,475 - $56,955	103 Added 4.18%	2,567 $1.35 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $12,089 - $13,795	27 Added 1.11%	2,464 $1.24 Million
Q2 2023 Jul 20, 2023	SELL	$458.49 - $526.23 $1.73 Million - $1.99 Million	-3,773 Reduced 60.76%	2,437 $1.17 Million
Q1 2023 Apr 27, 2023	BUY	$460.33 - $518.33 $279,420 - $314,626	607 Added 10.83%	6,210 $2.93 Million
Q4 2022 Feb 01, 2023	SELL	$498.86 - $555.15 $501,853 - $558,480	-1,006 Reduced 15.22%	5,603 $2.97 Million
Q3 2022 Oct 27, 2022	SELL	$501.24 - $549.95 $192,476 - $211,180	-384 Reduced 5.49%	6,609 $3.34 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $516,704 - $624,089	1,143 Added 19.54%	6,993 $3.59 Million
Q1 2022 May 06, 2022	BUY	$455.89 - $520.82 $10,029 - $11,458	22 Added 0.38%	5,850 $2.98 Million
Q4 2021 Feb 15, 2022	BUY	$387.01 - $505.58 $2.26 Million - $2.95 Million	5,828 New	5,828 $2.93 Million

Others Institutions Holding UNH

# of Institutions

3,806

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 $522B
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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Sendero Wealth Management, LLC Unitedhealth Group Inc Transaction History