Sequoia Financial Advisors, LLC Unitedhealth Group Inc Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

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 24,976 shares of UNH stock, worth $12.7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

24,976

Previous 21,970 13.68%

Holding current value

$12.7 Million

Previous $11.2 Million 30.51%

% of portfolio

0.16%

Previous 0.14%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$488.01 - $604.18 $1.47 Million - $1.82 Million	3,006 Added 13.68%	24,976 $14.6 Million
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

# of Institutions

3,839

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $475B
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

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.

Account

Sequoia Financial Advisors, LLC Unitedhealth Group Inc Transaction History