A detailed history of United Capital Financial Advisers, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 71,640 shares of UNH stock, worth $40 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
71,640
Previous 81,175 11.75%
Holding current value
$40 Million
Previous $40.2 Million 9.15%
% of portfolio
0.32%
Previous 0.33%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$439.2 - $524.63 $4.19 Million - $5 Million
-9,535 Reduced 11.75%
71,640 $36.5 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $4.91 Million - $5.67 Million
-10,390 Reduced 11.35%
81,175 $40.2 Million
Q4 2023

Feb 14, 2024

SELL
$509.47 - $552.97 $11.1 Million - $12 Million
-21,734 Reduced 19.18%
91,565 $48.2 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $4.12 Million - $4.7 Million
-9,205 Reduced 7.51%
113,299 $57.1 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $2.6 Million - $2.98 Million
-5,662 Reduced 4.42%
122,504 $58.9 Million
Q1 2023

Aug 14, 2023

BUY
$460.33 - $518.33 $2.14 Million - $2.41 Million
4,651 Added 3.8%
127,155 $60.1 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $6.53 Million - $7.35 Million
-14,177 Reduced 9.96%
128,166 $60.6 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $267,887 - $298,115
537 Added 0.38%
142,343 $75.5 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $456,128 - $500,454
910 Added 0.65%
141,806 $71.6 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $4.66 Million - $5.63 Million
10,312 Added 7.9%
140,896 $72.4 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $3.31 Million - $3.78 Million
7,253 Added 5.88%
130,584 $66.6 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $630,439 - $823,589
1,629 Added 1.34%
123,331 $61.9 Million
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $10.5 Million - $11.5 Million
26,797 Added 28.24%
121,702 $47.6 Million
Q2 2021

Aug 13, 2021

SELL
$364.37 - $420.89 $398,256 - $460,032
-1,093 Reduced 1.14%
94,905 $38 Million
Q1 2021

May 14, 2021

SELL
$324.34 - $379.06 $248,120 - $289,980
-765 Reduced 0.79%
95,998 $35.7 Million
Q4 2020

Feb 17, 2021

SELL
$303.68 - $356.82 $6.81 Million - $8 Million
-22,417 Reduced 18.81%
96,763 $33.9 Million
Q3 2020

Nov 13, 2020

SELL
$291.16 - $323.7 $1.14 Million - $1.27 Million
-3,918 Reduced 3.18%
119,180 $37.2 Million
Q2 2020

Aug 13, 2020

BUY
$229.49 - $311.85 $7.05 Million - $9.59 Million
30,737 Added 33.28%
123,098 $36.3 Million
Q1 2020

May 15, 2020

SELL
$194.86 - $305.31 $313,529 - $491,243
-1,609 Reduced 1.71%
92,361 $23 Million
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $4.11 Million - $5.65 Million
19,085 Added 25.49%
93,970 $27.6 Million
Q3 2019

Nov 14, 2019

SELL
$215.26 - $266.65 $5.99 Million - $7.43 Million
-27,848 Reduced 27.11%
74,885 $16.3 Million
Q2 2019

Aug 13, 2019

BUY
$216.84 - $252.28 $10.1 Million - $11.7 Million
46,448 Added 82.52%
102,733 $25.1 Million
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $393,681 - $452,244
1,668 Added 3.05%
56,285 $13.9 Million
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $631,034 - $775,667
2,709 Added 5.22%
54,617 $13.4 Million
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $618,931 - $675,742
2,506 Added 5.07%
51,908 $13.8 Million
Q2 2018

Aug 14, 2018

BUY
$217.2 - $255.98 $725,230 - $854,717
3,339 Added 7.25%
49,402 $12.1 Million
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $36,558 - $42,736
172 Added 0.37%
46,063 $9.86 Million
Q4 2017

Feb 13, 2018

SELL
$192.52 - $228.17 $1.48 Million - $1.76 Million
-7,702 Reduced 14.37%
45,891 $10.2 Million
Q3 2017

Nov 14, 2017

BUY
$190.82 - $199.75 $910,020 - $952,607
4,769 Added 9.77%
53,593 $10.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
48,824
48,824 $9.05 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 $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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