A detailed history of Summit Trail Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 9,009 shares of UNH stock, worth $4.59 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,009
Previous 8,108 11.11%
Holding current value
$4.59 Million
Previous $4.27 Million 4.4%
% of portfolio
0.12%
Previous 0.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$472.6 - $545.42 $425,812 - $491,423
901 Added 11.11%
9,009 $4.46 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $120,234 - $130,500
236 Added 3.0%
8,108 $4.27 Million
Q3 2023

Oct 30, 2023

SELL
$447.75 - $510.93 $266,859 - $304,514
-596 Reduced 7.04%
7,872 $3.97 Million
Q2 2023

Jul 25, 2023

BUY
$458.49 - $526.23 $1.32 Million - $1.51 Million
2,878 Added 51.48%
8,468 $4.07 Million
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $188,274 - $211,996
409 Added 7.89%
5,590 $2.64 Million
Q4 2022

Feb 07, 2023

BUY
$498.86 - $555.15 $858,039 - $954,858
1,720 Added 49.7%
5,181 $2.75 Million
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $221,046 - $242,527
441 Added 14.6%
3,461 $1.75 Million
Q2 2022

Aug 09, 2022

BUY
$452.06 - $546.01 $554,225 - $669,408
1,226 Added 68.34%
3,020 $1.55 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $209,709 - $239,577
460 Added 34.48%
1,794 $915,000
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $106,814 - $139,540
276 Added 26.09%
1,334 $670,000
Q3 2021

Nov 16, 2021

BUY
$390.74 - $429.71 $71,896 - $79,066
184 Added 21.05%
1,058 $413,000
Q2 2021

Aug 16, 2021

BUY
$364.37 - $420.89 $8,016 - $9,259
22 Added 2.58%
874 $350,000
Q1 2021

May 17, 2021

SELL
$324.34 - $379.06 $32,758 - $38,285
-101 Reduced 10.6%
852 $317,000
Q4 2020

Feb 16, 2021

SELL
$303.68 - $356.82 $379,600 - $446,025
-1,250 Reduced 56.74%
953 $334,000
Q3 2020

Nov 16, 2020

BUY
$291.16 - $323.7 $641,425 - $713,111
2,203 New
2,203 $781,000
Q3 2020

Nov 16, 2020

SELL
$291.16 - $323.7 $325,516 - $361,896
-1,118 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$229.49 - $311.85 $256,569 - $348,648
1,118 New
1,118 $330,000
Q1 2020

May 15, 2020

SELL
$194.86 - $305.31 $219,217 - $343,473
-1,125 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $242,280 - $332,966
1,125 New
1,125 $331,000
Q1 2019

May 16, 2019

SELL
$236.02 - $271.13 $636,309 - $730,966
-2,696 Closed
0 $0
Q4 2018

Feb 13, 2019

SELL
$232.94 - $286.33 $5.56 Million - $6.84 Million
-23,875 Reduced 89.85%
2,696 $672,000
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $5.23 Million - $5.71 Million
21,162 Added 391.24%
26,571 $7.07 Million
Q2 2018

Aug 10, 2018

SELL
$217.2 - $255.98 $7.2 Million - $8.48 Million
-33,132 Reduced 85.97%
5,409 $1.33 Million
Q1 2018

May 22, 2018

SELL
$212.55 - $248.47 $1.32 Billion - $1.54 Billion
-6,189,524 Reduced 99.38%
38,541 $6.23 Million
Q1 2018

May 21, 2018

BUY
$212.55 - $248.47 $1.32 Billion - $1.54 Billion
6,195,939 Added 19286.37%
6,228,065 $6.23 Million
Q4 2017

Feb 14, 2018

BUY
$192.52 - $228.17 $6.18 Million - $7.33 Million
32,126
32,126 $7.7 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $476B
  • 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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