Stamos Capital Partners, L.P. Unitedhealth Group Inc Transaction History

Stamos Capital Partners, L.P.

$459 Million
Q2 2024

A detailed history of Stamos Capital Partners, L.P. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 12,100 shares of UNH stock, worth $6.75 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

12,100

Previous 10,140 19.33%

Holding current value

$6.75 Million

Previous $5.02 Million 22.85%

% of portfolio

1.34%

Previous 1.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $860,832 - $1.03 Million	1,960 Added 19.33%	12,100 $6.16 Million
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $2.13 Million - $2.45 Million	4,500 Added 79.79%	10,140 $5.02 Million
Q4 2023 Feb 13, 2024	SELL	$509.47 - $552.97 $1.9 Million - $2.06 Million	-3,730 Reduced 39.81%	5,640 $2.97 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $752,220 - $858,362	1,680 Added 21.85%	9,370 $4.72 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $628,131 - $720,935	1,370 Added 21.68%	7,690 $3.7 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $2.04 Million - $2.3 Million	4,430 Added 234.39%	6,320 $2.99 Million
Q4 2022 Feb 13, 2023	SELL	$498.86 - $555.15 $3.96 Million - $4.41 Million	-7,940 Reduced 80.77%	1,890 $1 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $3.42 Million - $3.76 Million	6,830 Added 227.67%	9,830 $4.97 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $1.36 Million - $1.64 Million	3,000 New	3,000 $1.54 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $1.25 Million - $1.46 Million	-4,100 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$229.49 - $311.85 $1.37 Million - $1.86 Million	-5,969 Reduced 59.28%	4,100 $1.21 Million
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $1.63 Million - $2.56 Million	8,374 Added 494.04%	10,069 $2.51 Million
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $711,764 - $978,180	-3,305 Reduced 66.1%	1,695 $498,000
Q3 2019 Nov 14, 2019	BUY	$215.26 - $266.65 $645,780 - $799,949	3,000 Added 150.0%	5,000 $1.09 Million
Q2 2019 Aug 14, 2019	SELL	$216.84 - $252.28 $455,364 - $529,788	-2,100 Reduced 51.22%	2,000 $485,000
Q1 2019 May 10, 2019	SELL	$236.02 - $271.13 $1.16 Million - $1.33 Million	-4,900 Reduced 54.44%	4,100 $1.01 Million
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $2.1 Million - $2.58 Million	9,000 New	9,000 $2.24 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...

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Stamos Capital Partners, L.P. Unitedhealth Group Inc Transaction History