Steward Partners Investment Advisory, LLC Unitedhealth Group Inc Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 119,832 shares of UNH stock, worth $70.8 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

119,832

Previous 103,698 15.56%

Holding current value

$70.8 Million

Previous $52.8 Million 32.67%

% of portfolio

0.66%

Previous 0.56%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$488.01 - $604.18 $7.87 Million - $9.75 Million	16,134 Added 15.56%	119,832 $70.1 Million
Q2 2024 Aug 08, 2024	SELL	$439.2 - $524.63 $6.42 Million - $7.67 Million	-14,627 Reduced 12.36%	103,698 $52.8 Million
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $10.2 Million - $11.8 Million	-21,680 Reduced 15.49%	118,325 $58.5 Million
Q4 2023 Feb 12, 2024	BUY	$509.47 - $552.97 $2.62 Million - $2.84 Million	5,141 Added 3.81%	140,005 $73.7 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $2.79 Million - $3.19 Million	6,240 Added 4.85%	134,864 $68 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $2.91 Million - $3.34 Million	6,352 Added 5.19%	128,624 $61.8 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $618,223 - $696,117	-1,343 Reduced 1.09%	122,272 $57.8 Million
Q4 2022 Feb 15, 2023	BUY	$498.86 - $555.15 $1.37 Million - $1.52 Million	2,740 Added 2.27%	123,615 $65.5 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $1.88 Million - $2.06 Million	3,745 Added 3.2%	120,875 $61 Million
Q2 2022 Aug 04, 2022	BUY	$452.06 - $546.01 $1.66 Million - $2.01 Million	3,683 Added 3.25%	117,130 $60.2 Million
Q1 2022 May 02, 2022	BUY	$455.89 - $520.82 $33,735 - $38,540	74 Added 0.07%	113,447 $57.9 Million
Q4 2021 Feb 08, 2022	BUY	$387.01 - $505.58 $3.49 Million - $4.56 Million	9,027 Added 8.65%	113,373 $56.9 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $3.06 Million - $3.36 Million	7,820 Added 8.1%	104,346 $40.8 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $1.73 Million - $2 Million	-4,741 Reduced 4.68%	96,526 $38.7 Million
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $2.63 Million - $3.08 Million	8,122 Added 8.72%	101,267 $37.7 Million
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $1.26 Million - $1.48 Million	4,137 Added 4.65%	93,145 $32.7 Million
Q3 2020 Oct 30, 2020	BUY	$291.16 - $323.7 $2.72 Million - $3.02 Million	9,336 Added 11.72%	89,008 $27.8 Million
Q2 2020 Aug 06, 2020	SELL	$229.49 - $311.85 $46,356 - $62,993	-202 Reduced 0.25%	79,672 $23.5 Million
Q1 2020 Apr 29, 2020	SELL	$194.86 - $305.31 $7.19 Million - $11.3 Million	-36,878 Reduced 31.59%	79,874 $19.9 Million
Q4 2019 Jan 17, 2020	SELL	$215.36 - $295.97 $200,715 - $275,844	-932 Reduced 0.79%	116,752 $34.3 Million
Q3 2019 Oct 30, 2019	BUY	$215.26 - $266.65 $1.31 Million - $1.62 Million	6,072 Added 5.44%	117,684 $25.6 Million
Q2 2019 Jul 25, 2019	SELL	$216.84 - $252.28 $2.55 Million - $2.96 Million	-11,746 Reduced 9.52%	111,612 $27.2 Million
Q1 2019 Apr 30, 2019	BUY	$236.02 - $271.13 $2.15 Million - $2.47 Million	9,121 Added 7.98%	123,358 $30.5 Million
Q4 2018 Jan 15, 2019	BUY	$232.94 - $286.33 $7.67 Million - $9.43 Million	32,928 Added 40.5%	114,237 $28.5 Million
Q3 2018 Oct 23, 2018	BUY	$246.98 - $269.65 $3.34 Million - $3.65 Million	13,532 Added 19.97%	81,309 $21.6 Million
Q2 2018 Jul 20, 2018	BUY	$217.2 - $255.98 $1.53 Million - $1.8 Million	7,044 Added 11.6%	67,777 $16.6 Million
Q1 2018 Apr 20, 2018	BUY	$212.55 - $248.47 $1.03 Million - $1.2 Million	4,838 Added 8.66%	60,733 $13 Million
Q4 2017 Jan 19, 2018	BUY	$192.52 - $228.17 $3.11 Million - $3.68 Million	16,132 Added 40.57%	55,895 $12.3 Million
Q3 2017 Nov 22, 2017	BUY	$190.82 - $199.75 $846,095 - $885,691	4,434 Added 12.55%	39,763 $7.79 Million
Q2 2017 Nov 22, 2017	BUY	N/A	4,578 Added 14.89%	35,329 $6.55 Million
Q1 2017 Nov 22, 2017	BUY	N/A	26,571 Added 635.67%	30,751 $5.04 Million
Q4 2016 Nov 22, 2017	BUY	N/A	4,180	4,180 $668,000

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...

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Steward Partners Investment Advisory, LLC Unitedhealth Group Inc Transaction History