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 1,415 shares of UNH stock, worth $690,534. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,415
Previous 1,364 3.74%
Holding current value
$690,534
Previous $718,000 2.51%
% of portfolio
0.43%
Previous 0.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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
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