Wsfs Capital Management, LLC Unitedhealth Group Inc Transaction History

Wsfs Capital Management, LLC

$1.83 Billion
Q3 2024

A detailed history of Wsfs Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 38,255 shares of UNH stock, worth $21.3 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

38,255

Previous 39,801 3.88%

Holding current value

$21.3 Million

Previous $20.3 Million 10.35%

% of portfolio

1.22%

Previous 1.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$488.01 - $604.18 $754,463 - $934,062	-1,546 Reduced 3.88%	38,255 $22.4 Million
Q2 2024 Jul 30, 2024	BUY	$439.2 - $524.63 $527,918 - $630,605	1,202 Added 3.11%	39,801 $20.3 Million
Q1 2024 May 01, 2024	BUY	$472.6 - $545.42 $469,291 - $541,602	993 Added 2.64%	38,599 $19.1 Million
Q4 2023 Feb 02, 2024	BUY	$509.47 - $552.97 $1.28 Million - $1.39 Million	2,519 Added 7.18%	37,606 $19.8 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $2.41 Million - $2.75 Million	5,392 Added 18.16%	35,087 $17.7 Million
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $55,018 - $63,147	-120 Reduced 0.4%	29,695 $14.3 Million
Q1 2023 May 01, 2023	BUY	$460.33 - $518.33 $160,655 - $180,897	349 Added 1.18%	29,815 $14.1 Million
Q4 2022 Feb 10, 2023	BUY	$498.86 - $555.15 $8.86 Million - $9.86 Million	17,769 Added 151.91%	29,466 $15.6 Million
Q3 2022 Nov 03, 2022	SELL	$501.24 - $549.95 $72,178 - $79,192	-144 Reduced 1.22%	11,697 $5.91 Million
Q2 2022 Aug 10, 2022	SELL	$452.06 - $546.01 $771,666 - $932,039	-1,707 Reduced 12.6%	11,841 $6.08 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $4.05 Million - $4.63 Million	8,881 Added 190.29%	13,548 $6.91 Million
Q4 2021 Feb 10, 2022	SELL	$387.01 - $505.58 $86,690 - $113,249	-224 Reduced 4.58%	4,667 $2.34 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $52,359 - $57,581	134 Added 2.82%	4,891 $1.91 Million
Q2 2021 Aug 10, 2021	SELL	$364.37 - $420.89 $128,986 - $148,995	-354 Reduced 6.93%	4,757 $1.91 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $21,730 - $25,397	67 Added 1.33%	5,111 $1.9 Million
Q4 2020 Feb 02, 2021	SELL	$303.68 - $356.82 $105,073 - $123,459	-346 Reduced 6.42%	5,044 $1.77 Million
Q3 2020 Nov 09, 2020	BUY	$291.16 - $323.7 $1.57 Million - $1.74 Million	5,390 New	5,390 $1.68 Million
Q1 2018 May 11, 2018	SELL	$212.55 - $248.47 $747,963 - $874,365	-3,519 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $671,495 - $702,920	3,519	3,519 $689,000

Others Institutions Holding UNH

# of Institutions

3,806

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wsfs Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wsfs Capital Management, LLC with notifications on news.

Account

Wsfs Capital Management, LLC Unitedhealth Group Inc Transaction History