A detailed history of Adell Harriman & Carpenter Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Adell Harriman & Carpenter Inc holds 31,689 shares of UNH stock, worth $16.2 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
31,689
Previous 31,552 0.43%
Holding current value
$16.2 Million
Previous $16.1 Billion 15.31%
% of portfolio
1.35%
Previous 1.24%

Shares

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

Oct 25, 2024

BUY
$488.01 - $604.18 $66,857 - $82,772
137 Added 0.43%
31,689 $18.5 Billion
Q2 2024

Aug 01, 2024

SELL
$439.2 - $524.63 $323,690 - $386,652
-737 Reduced 2.28%
31,552 $16.1 Billion
Q1 2024

Apr 25, 2024

SELL
$472.6 - $545.42 $465,038 - $536,693
-984 Reduced 2.96%
32,289 $16 Billion
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $107,498 - $116,676
211 Added 0.64%
33,273 $17.5 Billion
Q3 2023

Nov 07, 2023

SELL
$447.75 - $510.93 $309,843 - $353,563
-692 Reduced 2.05%
33,062 $16.7 Billion
Q2 2023

Aug 04, 2023

SELL
$458.49 - $526.23 $9,169 - $10,524
-20 Reduced 0.06%
33,754 $16.1 Billion
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $208,069 - $234,285
452 Added 1.36%
33,774 $16 Billion
Q4 2022

Feb 03, 2023

BUY
$498.86 - $555.15 $665,479 - $740,570
1,334 Added 4.17%
33,322 $17.7 Billion
Q3 2022

Nov 03, 2022

BUY
$501.24 - $549.95 $303,250 - $332,719
605 Added 1.93%
31,988 $16.2 Billion
Q2 2022

Aug 03, 2022

BUY
$452.06 - $546.01 $187,604 - $226,594
415 Added 1.34%
31,383 $16.1 Million
Q1 2022

Apr 29, 2022

BUY
$455.89 - $520.82 $15,500 - $17,707
34 Added 0.11%
30,968 $15.8 Million
Q4 2021

Feb 16, 2022

BUY
$387.01 - $505.58 $211,307 - $276,046
546 Added 1.8%
30,934 $15.5 Million
Q3 2021

Nov 05, 2021

SELL
$390.74 - $429.71 $18,364 - $20,196
-47 Reduced 0.15%
30,388 $11.9 Million
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $115,140 - $133,001
316 Added 1.05%
30,435 $12.2 Million
Q1 2021

May 03, 2021

BUY
$324.34 - $379.06 $155,034 - $181,190
478 Added 1.61%
30,119 $11.2 Million
Q4 2020

Feb 05, 2021

BUY
$303.68 - $356.82 $158,824 - $186,616
523 Added 1.8%
29,641 $10.4 Million
Q3 2020

Nov 06, 2020

BUY
$291.16 - $323.7 $146,162 - $162,497
502 Added 1.75%
29,118 $9.08 Million
Q2 2020

Aug 13, 2020

BUY
$229.49 - $311.85 $501,435 - $681,392
2,185 Added 8.27%
28,616 $8.44 Million
Q1 2020

May 07, 2020

SELL
$194.86 - $305.31 $211,423 - $331,261
-1,085 Reduced 3.94%
26,431 $6.59 Million
Q4 2019

Feb 07, 2020

SELL
$215.36 - $295.97 $460,008 - $632,191
-2,136 Reduced 7.2%
27,516 $8.09 Million
Q3 2019

Nov 08, 2019

SELL
$215.26 - $266.65 $403,612 - $499,968
-1,875 Reduced 5.95%
29,652 $6.44 Million
Q2 2019

Aug 07, 2019

SELL
$216.84 - $252.28 $625,366 - $727,575
-2,884 Reduced 8.38%
31,527 $0
Q1 2019

May 07, 2019

BUY
$236.02 - $271.13 $491,865 - $565,034
2,084 Added 6.45%
34,411 $0
Q4 2018

Feb 08, 2019

BUY
$232.94 - $286.33 $673,429 - $827,780
2,891 Added 9.82%
32,327 $8.05 Million
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $207,216 - $226,236
839 Added 2.93%
29,436 $0
Q2 2018

Aug 06, 2018

BUY
$217.2 - $255.98 $494,781 - $583,122
2,278 Added 8.66%
28,597 $0
Q1 2018

May 08, 2018

BUY
$212.55 - $248.47 $1.07 Million - $1.25 Million
5,043 Added 23.7%
26,319 $0
Q4 2017

Feb 05, 2018

BUY
$192.52 - $228.17 $686,333 - $813,426
3,565 Added 20.13%
21,276 $0
Q3 2017

Nov 06, 2017

BUY
$190.82 - $199.75 $3.38 Million - $3.54 Million
17,711
17,711 $0

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
Track This Portfolio

Track Adell Harriman & Carpenter Inc Portfolio

Follow Adell Harriman & Carpenter Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adell Harriman & Carpenter Inc, based on Form 13F filings with the SEC.

News

Stay updated on Adell Harriman & Carpenter Inc with notifications on news.