Bartlett & Co. LLC Unitedhealth Group Inc Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bartlett & Co. LLC holds 165,132 shares of UNH stock, worth $83.6 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

165,132

Previous 164,353 0.47%

Holding current value

$83.6 Million

Previous $82.9 Million 4.6%

% of portfolio

1.41%

Previous 1.49%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$509.47 - $552.97 $396,877 - $430,763	779 Added 0.47%	165,132 $86.7 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $3.97 Million - $4.53 Million	8,873 Added 5.71%	164,353 $82.9 Million
Q2 2023 Jul 14, 2023	BUY	$458.49 - $526.23 $12.3 Million - $14.1 Million	26,778 Added 20.81%	155,480 $74.7 Million
Q1 2023 Apr 06, 2023	BUY	$460.33 - $518.33 $2.22 Million - $2.5 Million	4,823 Added 3.89%	128,702 $60.8 Million
Q4 2022 Jan 04, 2023	BUY	$498.86 - $555.15 $1.64 Million - $1.83 Million	3,294 Added 2.73%	123,879 $65.7 Million
Q3 2022 Oct 17, 2022	BUY	$501.24 - $549.95 $1.03 Million - $1.13 Million	2,048 Added 1.73%	120,585 $60.9 Million
Q2 2022 Aug 02, 2022	SELL	$452.06 - $546.01 $554,677 - $669,954	-1,227 Reduced 1.02%	118,537 $60.9 Million
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $1.73 Million - $1.97 Million	-3,786 Reduced 3.06%	119,764 $61.1 Million
Q4 2021 Mar 08, 2022	BUY	$387.01 - $505.58 $1.41 Million - $1.84 Million	3,644 Added 3.04%	123,550 $62 Million
Q3 2021 Oct 15, 2021	BUY	$390.74 - $429.71 $352,056 - $387,168	901 Added 0.76%	119,906 $46.9 Million
Q2 2021 Jul 19, 2021	BUY	$364.37 - $420.89 $511,575 - $590,929	1,404 Added 1.19%	119,005 $47.7 Million
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $4.99 Million - $5.83 Million	15,372 Added 15.04%	117,601 $43.8 Million
Q4 2020 Jan 20, 2021	BUY	$303.68 - $356.82 $643,801 - $756,458	2,120 Added 2.12%	102,229 $35.9 Million
Q3 2020 Oct 20, 2020	BUY	$291.16 - $323.7 $1.24 Million - $1.38 Million	4,255 Added 4.44%	100,109 $31.2 Million
Q2 2020 Aug 03, 2020	BUY	$229.49 - $311.85 $5.44 Million - $7.39 Million	23,700 Added 32.85%	95,854 $28.3 Million
Q1 2020 May 07, 2020	BUY	$194.86 - $305.31 $13 Million - $20.3 Million	66,536 Added 1184.34%	72,154 $18 Million
Q3 2019 Nov 04, 2019	BUY	$215.26 - $266.65 $191,796 - $237,585	891 Added 18.85%	5,618 $1.22 Million
Q2 2019 Jul 24, 2019	SELL	$216.84 - $252.28 $16,479 - $19,173	-76 Reduced 1.58%	4,727 $1.15 Million
Q1 2019 Apr 23, 2019	BUY	$236.02 - $271.13 $2,596 - $2,982	11 Added 0.23%	4,803 $0
Q4 2018 Jan 23, 2019	SELL	$232.94 - $286.33 $7,221 - $8,876	-31 Reduced 0.64%	4,792 $1.19 Million
Q3 2018 Oct 15, 2018	SELL	$246.98 - $269.65 $39,022 - $42,604	-158 Reduced 3.17%	4,823 $1.28 Million
Q2 2018 Jul 31, 2018	BUY	$217.2 - $255.98 $96,002 - $113,143	442 Added 9.74%	4,981 $1.22 Million
Q1 2018 Apr 25, 2018	BUY	$212.55 - $248.47 $25,506 - $29,816	120 Added 2.72%	4,539 $971,000
Q4 2017 Jan 19, 2018	SELL	$192.52 - $228.17 $19,252 - $22,817	-100 Reduced 2.21%	4,419 $974,000
Q3 2017 Oct 23, 2017	BUY	$190.82 - $199.75 $862,315 - $902,670	4,519	4,519 $885,000

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $473B
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 Bartlett & Co. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. LLC with notifications on news.

Account