Tortoise Investment Management, LLC Unitedhealth Group Inc Transaction History

Tortoise Investment Management, LLC

$905 Million
Q3 2024

A detailed history of Tortoise Investment Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 611 shares of UNH stock, worth $370,162. This represents 0.04% of its overall portfolio holdings.

Number of Shares

611

Previous 490 24.69%

Holding current value

$370,162

Previous $249,000 43.37%

% of portfolio

0.04%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$488.01 - $604.18 $59,049 - $73,105	121 Added 24.69%	611 $357,000
Q2 2024 Aug 01, 2024	SELL	$439.2 - $524.63 $5,709 - $6,820	-13 Reduced 2.58%	490 $249,000
Q1 2024 May 09, 2024	BUY	$472.6 - $545.42 $9,452 - $10,908	20 Added 4.14%	503 $248,000
Q4 2023 Feb 08, 2024	BUY	$509.47 - $552.97 $62,664 - $68,015	123 Added 34.17%	483 $254,000
Q3 2023 Nov 09, 2023	BUY	$447.75 - $510.93 $4,477 - $5,109	10 Added 2.86%	360 $181,000
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $8,711 - $9,998	19 Added 5.74%	350 $168,000
Q1 2023 May 09, 2023	BUY	$460.33 - $518.33 $2,761 - $3,109	6 Added 1.85%	331 $156,000
Q4 2022 Feb 03, 2023	SELL	$498.86 - $555.15 $177,095 - $197,078	-355 Reduced 52.21%	325 $172,000
Q3 2022 Nov 04, 2022	BUY	$501.24 - $549.95 $188,967 - $207,331	377 Added 124.42%	680 $343,000
Q2 2022 Aug 03, 2022	BUY	$452.06 - $546.01 $107,590 - $129,950	238 Added 366.15%	303 $156,000
Q4 2021 Feb 10, 2022	BUY	$387.01 - $505.58 $8,901 - $11,628	23 Added 54.76%	65 $33,000
Q4 2020 Feb 05, 2021	BUY	$303.68 - $356.82 $7,288 - $8,563	24 Added 133.33%	42 $15,000
Q3 2020 Nov 04, 2020	SELL	$291.16 - $323.7 $84,436 - $93,873	-290 Reduced 94.16%	18 $6,000
Q2 2020 Aug 06, 2020	SELL	$229.49 - $311.85 $876,192 - $1.19 Million	-3,818 Reduced 92.54%	308 $91,000
Q1 2020 May 05, 2020	SELL	$194.86 - $305.31 $9,743 - $15,265	-50 Reduced 1.2%	4,126 $1.03 Million
Q4 2019 Feb 06, 2020	SELL	$215.36 - $295.97 $53,840 - $73,992	-250 Reduced 5.65%	4,176 $1.23 Million
Q3 2019 Nov 06, 2019	SELL	$215.26 - $266.65 $17,651 - $21,865	-82 Reduced 1.82%	4,426 $962,000
Q1 2019 May 07, 2019	SELL	$236.02 - $271.13 $130,519 - $149,934	-553 Reduced 10.93%	4,508 $1.12 Million
Q4 2018 Feb 08, 2019	SELL	$232.94 - $286.33 $57,536 - $70,723	-247 Reduced 4.65%	5,061 $1.26 Million
Q1 2018 May 11, 2018	SELL	$212.55 - $248.47 $44,635 - $52,178	-210 Reduced 3.81%	5,308 $1.14 Million
Q4 2017 Jan 31, 2018	BUY	$192.52 - $228.17 $3,465 - $4,107	18 Added 0.33%	5,518 $1.22 Million
Q3 2017 Nov 15, 2017	BUY	$190.82 - $199.75 $1.05 Million - $1.1 Million	5,500	5,500 $1.08 Million

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $567B
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...

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Tortoise Investment Management, LLC Unitedhealth Group Inc Transaction History