Trail Ridge Investment Advisors, LLC Unitedhealth Group Inc Transaction History

Trail Ridge Investment Advisors, LLC

$207 Million
Q3 2024

A detailed history of Trail Ridge Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 2,939 shares of UNH stock, worth $1.75 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

2,939

Previous 3,008 2.29%

Holding current value

$1.75 Million

Previous $1.53 Million 12.21%

% of portfolio

0.83%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$488.01 - $604.18 $33,672 - $41,688	-69 Reduced 2.29%	2,939 $1.72 Million
Q2 2024 Aug 14, 2024	BUY	$439.2 - $524.63 $150,206 - $179,423	342 Added 12.83%	3,008 $1.53 Million
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $86,958 - $100,357	-184 Reduced 6.46%	2,666 $1.32 Million
Q4 2023 Feb 16, 2024	SELL	$509.47 - $552.97 $12,227 - $13,271	-24 Reduced 0.84%	2,850 $1.5 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $8,507 - $9,707	19 Added 0.67%	2,874 $1.45 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $17,881 - $20,522	-39 Reduced 1.35%	2,855 $1.37 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $123,368 - $138,912	-268 Reduced 8.48%	2,894 $1.37 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $19,455 - $21,650	39 Added 1.25%	3,162 $1.68 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $18,545 - $20,348	37 Added 1.2%	3,123 $1.63 Million
Q2 2022 Aug 02, 2022	BUY	$452.06 - $546.01 $1,356 - $1,638	3 Added 0.1%	3,086 $1.59 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $27,353 - $31,249	60 Added 1.98%	3,083 $1.57 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $1.17 Million - $1.53 Million	3,023 New	3,023 $1.52 Million

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

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

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Trail Ridge Investment Advisors, LLC Unitedhealth Group Inc Transaction History