A detailed history of Schear Investment Advisers, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Schear Investment Advisers, LLC holds 4,896 shares of UNH stock, worth $2.5 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
4,896
Previous 4,352 12.5%
Holding current value
$2.5 Million
Previous $2.22 Million 29.15%
% of portfolio
1.84%
Previous 1.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$488.01 - $604.18 $265,477 - $328,673
544 Added 12.5%
4,896 $2.86 Million
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $37,771 - $45,118
86 Added 2.02%
4,352 $2.22 Million
Q1 2024

May 01, 2024

BUY
$472.6 - $545.42 $5,198 - $5,999
11 Added 0.26%
4,266 $2.11 Million
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $14,265 - $15,483
28 Added 0.66%
4,255 $2.24 Million
Q3 2023

Oct 25, 2023

SELL
$447.75 - $510.93 $92,236 - $105,251
-206 Reduced 4.65%
4,227 $2.13 Million
Q2 2023

Jul 17, 2023

BUY
$458.49 - $526.23 $4,126 - $4,736
9 Added 0.2%
4,433 $2.13 Million
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $37,747 - $42,503
82 Added 1.89%
4,424 $2.09 Billion
Q4 2022

Jan 24, 2023

BUY
$498.86 - $555.15 $2.17 Million - $2.41 Million
4,342 New
4,342 $2.3 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $477B
  • 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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