A detailed history of Sequoia Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 21,970 shares of UNH stock, worth $12.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,970
Previous 20,498 7.18%
Holding current value
$12.9 Million
Previous $10.1 Million 10.34%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jul 15, 2024

BUY
$439.2 - $524.63 $646,502 - $772,255
1,472 Added 7.18%
21,970 $11.2 Million
Q1 2024

Apr 30, 2024

SELL
$472.6 - $545.42 $4.92 Million - $5.67 Million
-10,401 Reduced 33.66%
20,498 $10.1 Million
Q4 2023

Jan 25, 2024

BUY
$509.47 - $552.97 $6.71 Million - $7.28 Million
13,168 Added 74.27%
30,899 $16.3 Million
Q3 2023

Nov 08, 2023

BUY
$447.75 - $510.93 $1.45 Million - $1.65 Million
3,233 Added 22.3%
17,731 $8.94 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $379,171 - $435,192
827 Added 6.05%
14,498 $6.97 Million
Q1 2023

Apr 24, 2023

BUY
$460.33 - $518.33 $160,655 - $180,897
349 Added 2.62%
13,671 $6.46 Million
Q4 2022

Feb 10, 2023

SELL
$498.86 - $555.15 $79,817 - $88,824
-160 Reduced 1.19%
13,322 $7.06 Million
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $2.89 Million - $3.21 Million
5,784 Added 75.14%
13,482 $0
Q3 2022

Oct 26, 2022

SELL
$501.24 - $549.95 $791,959 - $868,921
-1,580 Reduced 17.03%
7,698 $3.89 Million
Q2 2022

Jul 22, 2022

BUY
$452.06 - $546.01 $160,933 - $194,379
356 Added 3.99%
9,278 $4.77 Million
Q1 2022

May 13, 2022

BUY
$455.89 - $520.82 $646,907 - $739,043
1,419 Added 18.91%
8,922 $4.55 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $2.18 Million - $2.85 Million
5,632 Added 301.02%
7,503 $3.77 Million
Q3 2021

Oct 26, 2021

SELL
$390.74 - $429.71 $923,709 - $1.02 Million
-2,364 Reduced 55.82%
1,871 $731,000
Q2 2021

Jul 27, 2021

BUY
$364.37 - $420.89 $87,084 - $100,592
239 Added 5.98%
4,235 $1.7 Million
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $55,462 - $64,819
171 Added 4.47%
3,996 $1.49 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $94,140 - $110,614
310 Added 8.82%
3,825 $1.34 Million
Q3 2020

Oct 23, 2020

BUY
$291.16 - $323.7 $158,391 - $176,092
544 Added 18.31%
3,515 $1.1 Million
Q2 2020

Aug 25, 2020

BUY
$229.49 - $311.85 $681,814 - $926,506
2,971 New
2,971 $876,000
Q2 2020

Aug 11, 2020

SELL
$229.49 - $311.85 $645,555 - $877,234
-2,813 Closed
0 $876,000
Q1 2020

May 11, 2020

BUY
$194.86 - $305.31 $68,980 - $108,079
354 Added 14.4%
2,813 $701,000
Q4 2019

Feb 13, 2020

SELL
$215.36 - $295.97 $15,505 - $21,309
-72 Reduced 2.84%
2,459 $723,000
Q3 2019

Oct 22, 2019

BUY
$215.26 - $266.65 $40,253 - $49,863
187 Added 7.98%
2,531 $550,000
Q2 2019

Jul 31, 2019

BUY
$216.84 - $252.28 $79,146 - $92,082
365 Added 18.44%
2,344 $572,000
Q1 2019

May 13, 2019

BUY
$236.02 - $271.13 $114,941 - $132,040
487 Added 32.64%
1,979 $489,000
Q4 2018

Feb 14, 2019

SELL
$232.94 - $286.33 $11,647 - $14,316
-50 Reduced 3.24%
1,492 $372,000
Q3 2018

Nov 14, 2018

SELL
$246.98 - $269.65 $31,366 - $34,245
-127 Reduced 7.61%
1,542 $410,000
Q2 2018

Aug 14, 2018

BUY
$217.2 - $255.98 $17,810 - $20,990
82 Added 5.17%
1,669 $409,000
Q1 2018

May 14, 2018

SELL
$212.55 - $248.47 $23,380 - $27,331
-110 Reduced 6.48%
1,587 $340,000
Q4 2017

Feb 13, 2018

BUY
$192.52 - $228.17 $74,505 - $88,301
387 Added 29.54%
1,697 $374,000
Q3 2017

Nov 13, 2017

BUY
$190.82 - $199.75 $37,019 - $38,751
194 Added 17.38%
1,310 $257,000
Q2 2017

Aug 09, 2017

BUY
N/A
1,116
1,116 $207,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.