A detailed history of Simon Quick Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 5,134 shares of UNH stock, worth $2.86 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,134
Previous 3,719 38.05%
Holding current value
$2.86 Million
Previous $1.89 Million 58.53%
% of portfolio
0.19%
Previous 0.13%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$488.01 - $604.18 $690,534 - $854,914
1,415 Added 38.05%
5,134 $3 Million
Q2 2024

Aug 02, 2024

BUY
$439.2 - $524.63 $292,507 - $349,403
666 Added 21.81%
3,719 $1.89 Million
Q1 2024

Apr 19, 2024

BUY
$472.6 - $545.42 $100,191 - $115,629
212 Added 7.46%
3,053 $1.51 Million
Q4 2023

Jan 16, 2024

BUY
$509.47 - $552.97 $146,727 - $159,255
288 Added 11.28%
2,841 $1.5 Million
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $213,129 - $243,202
476 Added 22.92%
2,553 $1.29 Million
Q2 2023

Aug 01, 2023

BUY
$458.49 - $526.23 $111,871 - $128,400
244 Added 13.31%
2,077 $998,000
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $267,912 - $301,668
582 Added 46.52%
1,833 $866,000
Q4 2022

Jan 30, 2023

BUY
$498.86 - $555.15 $624,073 - $694,492
1,251 New
1,251 $663,000
Q2 2022

Aug 08, 2022

SELL
$452.06 - $546.01 $111,658 - $134,864
-247 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$455.89 - $520.82 $100,295 - $114,580
220 Added 814.81%
247 $126,000
Q4 2021

Feb 08, 2022

SELL
$387.01 - $505.58 $533,299 - $696,689
-1,378 Reduced 98.08%
27 $14,000
Q3 2021

Oct 27, 2021

BUY
$390.74 - $429.71 $534,141 - $587,413
1,367 Added 3597.37%
1,405 $548,000
Q2 2021

Jul 21, 2021

BUY
$364.37 - $420.89 $4,008 - $4,629
11 Added 40.74%
38 $15,000
Q4 2020

Jan 27, 2021

SELL
$303.68 - $356.82 $58,306 - $68,509
-192 Reduced 87.67%
27 $9,000
Q3 2020

Oct 26, 2020

SELL
$291.16 - $323.7 $35,521 - $39,491
-122 Reduced 35.78%
219 $68,000
Q2 2020

Aug 04, 2020

BUY
$229.49 - $311.85 $32,128 - $43,659
140 Added 69.65%
341 $101,000
Q1 2020

Apr 09, 2020

SELL
$194.86 - $305.31 $15,978 - $25,035
-82 Reduced 28.98%
201 $50,000
Q4 2019

Jan 06, 2020

BUY
$215.36 - $295.97 $23,258 - $31,964
108 Added 61.71%
283 $83,000
Q3 2019

Oct 16, 2019

BUY
$215.26 - $266.65 $25,615 - $31,731
119 Added 212.5%
175 $38,000
Q2 2019

Aug 05, 2019

SELL
$216.84 - $252.28 $41,850 - $48,690
-193 Reduced 77.51%
56 $0
Q1 2019

Apr 16, 2019

SELL
$236.02 - $271.13 $1,416 - $1,626
-6 Reduced 2.35%
249 $62,000
Q4 2018

Jan 29, 2019

BUY
$232.94 - $286.33 $4,192 - $5,153
18 Added 7.59%
255 $64,000
Q3 2018

Oct 29, 2018

BUY
$246.98 - $269.65 $10,620 - $11,594
43 Added 22.16%
237 $63,000
Q2 2018

Aug 10, 2018

BUY
$217.2 - $255.98 $25,195 - $29,693
116 Added 148.72%
194 $47,000
Q1 2018

May 07, 2018

SELL
$212.55 - $248.47 $262,499 - $306,860
-1,235 Reduced 94.06%
78 $17,000
Q4 2017

Feb 13, 2018

SELL
$192.52 - $228.17 $247,773 - $293,654
-1,287 Reduced 49.5%
1,313 $311,000
Q3 2017

Nov 06, 2017

BUY
$190.82 - $199.75 $496,132 - $519,350
2,600
2,600 $509,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $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
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick 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 Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.