Stack Financial Management, Inc Unitedhealth Group Inc Transaction History

Stack Financial Management, Inc

$1.09 Billion
Q3 2024

A detailed history of Stack Financial Management, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Stack Financial Management, Inc holds 51,436 shares of UNH stock, worth $30.4 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

51,436

Previous 51,286 0.29%

Holding current value

$30.4 Million

Previous $26.1 Million 15.15%

% of portfolio

2.75%

Previous 2.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$488.01 - $604.18 $73,201 - $90,626	150 Added 0.29%	51,436 $30.1 Million
Q2 2024 Aug 02, 2024	BUY	$439.2 - $524.63 $62,805 - $75,022	143 Added 0.28%	51,286 $26.1 Million
Q1 2024 May 02, 2024	BUY	$472.6 - $545.42 $62,855 - $72,540	133 Added 0.26%	51,143 $25.3 Million
Q4 2023 Feb 02, 2024	SELL	$509.47 - $552.97 $524,244 - $569,006	-1,029 Reduced 1.98%	51,010 $26.9 Million
Q3 2023 Nov 03, 2023	BUY	$447.75 - $510.93 $126,713 - $144,593	283 Added 0.55%	52,039 $26.2 Million
Q2 2023 Aug 02, 2023	BUY	$458.49 - $526.23 $53,184 - $61,042	116 Added 0.22%	51,756 $24.9 Million
Q1 2023 May 02, 2023	BUY	$460.33 - $518.33 $577,714 - $650,504	1,255 Added 2.49%	51,640 $24.4 Million
Q4 2022 Feb 02, 2023	BUY	$498.86 - $555.15 $282,354 - $314,214	566 Added 1.14%	50,385 $26.7 Million
Q3 2022 Oct 31, 2022	BUY	$501.24 - $549.95 $9,523 - $10,449	19 Added 0.04%	49,819 $25.2 Million
Q2 2022 Aug 04, 2022	SELL	$452.06 - $546.01 $169,070 - $204,207	-374 Reduced 0.75%	49,800 $25.6 Million
Q1 2022 May 03, 2022	BUY	$455.89 - $520.82 $108,501 - $123,955	238 Added 0.48%	50,174 $25.6 Million
Q4 2021 Feb 03, 2022	SELL	$387.01 - $505.58 $110,297 - $144,090	-285 Reduced 0.57%	49,936 $25.1 Million
Q3 2021 Nov 01, 2021	SELL	$390.74 - $429.71 $164,892 - $181,337	-422 Reduced 0.83%	50,221 $19.6 Million
Q2 2021 Jul 26, 2021	BUY	$364.37 - $420.89 $79,797 - $92,174	219 Added 0.43%	50,643 $20.3 Million
Q1 2021 Apr 09, 2021	BUY	$324.34 - $379.06 $35,677 - $41,696	110 Added 0.22%	50,424 $18.8 Million
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $29,760 - $34,968	98 Added 0.2%	50,314 $17.6 Million
Q3 2020 Nov 04, 2020	BUY	$291.16 - $323.7 $197,988 - $220,116	680 Added 1.37%	50,216 $15.7 Million
Q2 2020 Jul 20, 2020	BUY	$229.49 - $311.85 $54,848 - $74,532	239 Added 0.48%	49,536 $14.6 Million
Q1 2020 May 11, 2020	BUY	$194.86 - $305.31 $9.61 Million - $15.1 Million	49,297 New	49,297 $12.3 Million

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

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 $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

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Stack Financial Management, Inc Unitedhealth Group Inc Transaction History