Sterling Investment Management, LLC Unitedhealth Group Inc Transaction History

Sterling Investment Management, LLC

$127 Million
Q3 2024

A detailed history of Sterling Investment Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sterling Investment Management, LLC holds 4,381 shares of UNH stock, worth $2.66 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

4,381

Previous 4,656 5.91%

Holding current value

$2.66 Million

Previous $2.37 Million 8.01%

% of portfolio

2.01%

Previous 1.88%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$488.01 - $604.18 $134,202 - $166,149	-275 Reduced 5.91%	4,381 $2.56 Million
Q2 2024 Jul 26, 2024	SELL	$439.2 - $524.63 $267,033 - $318,975	-608 Reduced 11.55%	4,656 $2.37 Million
Q1 2024 Apr 22, 2024	BUY	$472.6 - $545.42 $472 - $545	1 Added 0.02%	5,264 $2.6 Million
Q4 2023 Jan 17, 2024	SELL	$509.47 - $552.97 $6,623 - $7,188	-13 Reduced 0.25%	5,263 $2.77 Million
Q3 2023 Oct 10, 2023	SELL	$447.75 - $510.93 $33,581 - $38,319	-75 Reduced 1.4%	5,276 $2.66 Million
Q2 2023 Jul 12, 2023	SELL	$458.49 - $526.23 $23,841 - $27,363	-52 Reduced 0.96%	5,351 $2.57 Million
Q1 2023 Apr 27, 2023	BUY	$460.33 - $518.33 $456,187 - $513,665	991 Added 22.46%	5,403 $2.55 Million
Q4 2022 Jan 12, 2023	SELL	$498.86 - $555.15 $142,175 - $158,217	-285 Reduced 6.07%	4,412 $0
Q3 2022 Oct 24, 2022	BUY	$501.24 - $549.95 $691,209 - $758,381	1,379 Added 41.56%	4,697 $2.37 Million
Q2 2022 Jul 06, 2022	BUY	$452.06 - $546.01 $443,470 - $535,635	981 Added 41.98%	3,318 $1.7 Million
Q1 2022 May 12, 2022	SELL	$455.89 - $520.82 $173,238 - $197,911	-380 Reduced 13.99%	2,337 $1.19 Million
Q4 2021 Jan 21, 2022	SELL	$387.01 - $505.58 $6,192 - $8,089	-16 Reduced 0.59%	2,717 $1.36 Million
Q3 2021 Nov 04, 2021	SELL	$390.74 - $429.71 $23,444 - $25,782	-60 Reduced 2.15%	2,733 $1.07 Million
Q2 2021 Aug 05, 2021	SELL	$364.37 - $420.89 $31,700 - $36,617	-87 Reduced 3.02%	2,793 $1.12 Million
Q1 2021 Apr 19, 2021	SELL	$324.34 - $379.06 $44,110 - $51,552	-136 Reduced 4.51%	2,880 $1.07 Million
Q4 2020 Jan 22, 2021	BUY	$303.68 - $356.82 $10,932 - $12,845	36 Added 1.21%	3,016 $1.06 Million
Q3 2020 Oct 28, 2020	SELL	$291.16 - $323.7 $280,678 - $312,046	-964 Reduced 24.44%	2,980 $929,000
Q2 2020 Jul 14, 2020	BUY	$229.49 - $311.85 $151,004 - $205,197	658 Added 20.02%	3,944 $1.16 Million
Q1 2020 Apr 22, 2020	SELL	$194.86 - $305.31 $347,045 - $543,757	-1,781 Reduced 35.15%	3,286 $819,000
Q4 2019 Jan 31, 2020	SELL	$215.36 - $295.97 $7,106 - $9,767	-33 Reduced 0.65%	5,067 $1.49 Million
Q3 2019 Oct 24, 2019	SELL	$215.26 - $266.65 $1.27 Million - $1.57 Million	-5,893 Reduced 53.61%	5,100 $1.11 Million
Q2 2019 Jul 24, 2019	SELL	$216.84 - $252.28 $72,641 - $84,513	-335 Reduced 2.96%	10,993 $2.68 Million
Q1 2019 Apr 24, 2019	SELL	$236.02 - $271.13 $755,736 - $868,158	-3,202 Reduced 22.04%	11,328 $2.8 Million
Q4 2018 Jan 17, 2019	SELL	$232.94 - $286.33 $126,253 - $155,190	-542 Reduced 3.6%	14,530 $3.62 Million
Q3 2018 Oct 25, 2018	SELL	$246.98 - $269.65 $33,589 - $36,672	-136 Reduced 0.89%	15,072 $4.01 Million
Q2 2018 Aug 08, 2018	BUY	$217.2 - $255.98 $169,416 - $199,664	780 Added 5.41%	15,208 $3.73 Million
Q1 2018 Apr 24, 2018	BUY	$212.55 - $248.47 $790,686 - $924,308	3,720 Added 34.74%	14,428 $3.09 Million
Q4 2017 Jan 18, 2018	BUY	$192.52 - $228.17 $130,721 - $154,927	679 Added 6.77%	10,708 $2.36 Million
Q3 2017 Oct 16, 2017	BUY	$190.82 - $199.75 $1.91 Million - $2 Million	10,029	10,029 $1.96 Million

Others Institutions Holding UNH

# of Institutions

3,836

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 $568B
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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Sterling Investment Management, LLC Unitedhealth Group Inc Transaction History