A detailed history of Summit Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Asset Management, LLC holds 418 shares of UNH stock, worth $203,988. This represents 0.02% of its overall portfolio holdings.

Number of Shares
418
Previous 418 -0.0%
Holding current value
$203,988
Previous $220,000 6.36%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $3,667 - $4,209
-8 Reduced 1.88%
418 $200,000
Q3 2022

Nov 07, 2022

BUY
$501.24 - $549.95 $14,535 - $15,948
29 Added 7.3%
426 $215,000
Q2 2022

Aug 10, 2022

SELL
$452.06 - $546.01 $26,671 - $32,214
-59 Reduced 12.94%
397 $204,000
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $176,476 - $230,544
456 New
456 $229,000
Q2 2021

Aug 06, 2021

SELL
$364.37 - $420.89 $236,476 - $273,157
-649 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$324.34 - $379.06 $5,513 - $6,444
17 Added 2.69%
649 $241,000
Q4 2020

Feb 09, 2021

BUY
$303.68 - $356.82 $191,925 - $225,510
632 New
632 $222,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $456B
  • 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 Summit Asset Management, LLC Portfolio

Follow Summit Asset Management, 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 Summit Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Asset Management, LLC with notifications on news.