A detailed history of Caldwell Investment Management Ltd. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Caldwell Investment Management Ltd. holds 2,690 shares of UNH stock, worth $1.5 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,690 -0.0%
Holding current value
$1.5 Million
Previous $1.33 Million 2.93%
% of portfolio
1.1%
Previous 1.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $1.58 Million - $1.78 Million
-3,431 Reduced 56.05%
2,690 $1.27 Million
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $616,525 - $676,438
-1,230 Reduced 16.73%
6,121 $3.12 Million
Q1 2022

Apr 29, 2022

SELL
$455.89 - $520.82 $474,125 - $541,652
-1,040 Reduced 12.39%
7,351 $3.83 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $3.25 Million - $4.24 Million
8,391 New
8,391 $4.25 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
Track This Portfolio

Track Caldwell Investment Management Ltd. Portfolio

Follow Caldwell Investment Management Ltd. 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 Caldwell Investment Management Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Investment Management Ltd. with notifications on news.