A detailed history of Summit Place Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 4,913 shares of UNH stock, worth $2.93 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
4,913
Previous 4,416 11.25%
Holding current value
$2.93 Million
Previous $2.25 Million 27.76%
% of portfolio
1.69%
Previous 1.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$488.01 - $604.18 $242,540 - $300,277
497 Added 11.25%
4,913 $2.87 Million
Q2 2024

Jul 25, 2024

BUY
$439.2 - $524.63 $1.32 Million - $1.57 Million
3,001 Added 212.08%
4,416 $2.25 Million
Q1 2024

Apr 30, 2024

BUY
$472.6 - $545.42 $24,102 - $27,816
51 Added 3.74%
1,415 $700,000
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $49,928 - $54,191
-98 Reduced 6.7%
1,364 $718,000
Q2 2023

Aug 04, 2023

BUY
$458.49 - $526.23 $20,632 - $23,680
45 Added 3.18%
1,462 $702,000
Q1 2023

Apr 28, 2023

SELL
$460.33 - $518.33 $12,889 - $14,513
-28 Reduced 1.94%
1,417 $669,000
Q4 2022

Jan 26, 2023

BUY
$498.86 - $555.15 $92,289 - $102,702
185 Added 14.68%
1,445 $0
Q1 2021

May 07, 2021

SELL
$324.34 - $379.06 $24,325 - $28,429
-75 Reduced 5.62%
1,260 $469,000
Q4 2020

Jan 27, 2021

SELL
$303.68 - $356.82 $27,331 - $32,113
-90 Reduced 6.32%
1,335 $468,000
Q3 2020

Oct 28, 2020

BUY
$291.16 - $323.7 $414,903 - $461,272
1,425 New
1,425 $444,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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 Place Financial Advisors, LLC Portfolio

Follow Summit Place Financial Advisors, 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 Place Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Place Financial Advisors, LLC with notifications on news.