Svb Wealth LLC Unitedhealth Group Inc Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$439.2 - $524.63 $1.3 Million - $1.56 Million	-2,964 Reduced 10.58%	25,046 $12.8 Million
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $1.58 Million - $1.82 Million	-3,337 Reduced 10.65%	28,010 $13.9 Million
Q4 2023 Jan 30, 2024	SELL	$509.47 - $552.97 $2.26 Million - $2.45 Million	-4,435 Reduced 12.39%	31,347 $16.5 Million
Q3 2023 Oct 23, 2023	SELL	$447.75 - $510.93 $964,901 - $1.1 Million	-2,155 Reduced 5.68%	35,782 $18 Million
Q2 2023 Jul 24, 2023	SELL	$458.49 - $526.23 $2.02 Million - $2.31 Million	-4,397 Reduced 10.39%	37,937 $18.2 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $4.86 Million - $5.47 Million	-10,558 Reduced 19.96%	42,334 $20 Million
Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $6.65 Million - $7.4 Million	-13,329 Reduced 20.13%	52,892 $28 Million
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $8.82 Million - $9.68 Million	17,604 Added 36.21%	66,221 $33.4 Million
Q2 2022 Aug 16, 2022	BUY	$452.06 - $546.01 $525,293 - $634,463	1,162 Added 2.45%	48,617 $25 Million
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $3.55 Million - $4.06 Million	-7,791 Reduced 14.1%	47,455 $24.2 Million
Q4 2021 Feb 15, 2022	SELL	$387.01 - $505.58 $1.29 Million - $1.69 Million	-3,337 Reduced 5.7%	55,246 $27.7 Million
Q3 2021 Nov 09, 2021	BUY	$390.74 - $429.71 $571,652 - $628,665	1,463 Added 2.56%	58,583 $22.9 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $656,594 - $758,443	1,802 Added 3.26%	57,120 $22.9 Million
Q1 2021 May 11, 2021	SELL	$324.34 - $379.06 $15.2 Million - $17.7 Million	-46,721 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$303.68 - $356.82 $498,035 - $585,184	1,640 Added 3.64%	46,721 $16.4 Million
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $582,320 - $647,400	2,000 Added 4.64%	45,081 $14.1 Million
Q2 2020 Aug 05, 2020	BUY	$229.49 - $311.85 $121,629 - $165,280	530 Added 1.25%	43,081 $12.7 Million
Q1 2020 May 11, 2020	SELL	$194.86 - $305.31 $494,944 - $775,487	-2,540 Reduced 5.63%	42,551 $10.6 Million
Q4 2019 Feb 13, 2020	BUY	$215.36 - $295.97 $214,067 - $294,194	994 Added 2.25%	45,091 $13.3 Million
Q3 2019 Nov 01, 2019	SELL	$215.26 - $266.65 $286,295 - $354,644	-1,330 Reduced 2.93%	44,097 $9.58 Million
Q2 2019 Jul 10, 2019	SELL	$216.84 - $252.28 $1.63 Million - $1.9 Million	-7,525 Reduced 14.21%	45,427 $11.1 Million
Q1 2019 May 14, 2019	BUY	$236.02 - $271.13 $1.08 Million - $1.24 Million	4,570 Added 9.45%	52,952 $13.1 Million
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $459,357 - $564,642	1,972 Added 4.25%	48,382 $12.1 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $104,472 - $114,061	-423 Reduced 0.9%	46,410 $12.3 Million
Q2 2018 Aug 14, 2018	SELL	$217.2 - $255.98 $1.31 Million - $1.54 Million	-6,027 Reduced 11.4%	46,833 $11.5 Million
Q1 2018 May 11, 2018	SELL	$212.55 - $248.47 $301,821 - $352,827	-1,420 Reduced 2.62%	52,860 $11.3 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $275,688 - $326,739	-1,432 Reduced 2.57%	54,280 $12 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $10.6 Million - $11.1 Million	55,712	55,712 $10.9 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$46.8 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$41 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$25.1 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$15.6 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$14.5 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $522B
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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