A detailed history of Northcape Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 4,308 shares of UNH stock, worth $2.18 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
4,308
Previous 4,277 0.72%
Holding current value
$2.18 Million
Previous $2.18 Million 15.61%
% of portfolio
0.83%
Previous 0.79%

Shares

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

Nov 06, 2024

BUY
$488.01 - $604.18 $15,128 - $18,729
31 Added 0.72%
4,308 $2.52 Million
Q2 2024

Jul 25, 2024

BUY
$439.2 - $524.63 $62,366 - $74,497
142 Added 3.43%
4,277 $2.18 Million
Q1 2024

Apr 30, 2024

BUY
$472.6 - $545.42 $10,869 - $12,544
23 Added 0.56%
4,135 $2.05 Million
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $2,037 - $2,211
-4 Reduced 0.1%
4,112 $2.16 Million
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $21,044 - $24,013
47 Added 1.16%
4,116 $2.08 Million
Q2 2023

Aug 07, 2023

BUY
$458.49 - $526.23 $31,177 - $35,783
68 Added 1.7%
4,069 $1.96 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $201,624 - $227,028
438 Added 12.29%
4,001 $1.89 Million
Q4 2022

Feb 07, 2023

SELL
$498.86 - $555.15 $874,501 - $973,177
-1,753 Reduced 32.98%
3,563 $1.89 Million
Q3 2022

Nov 08, 2022

BUY
$501.24 - $549.95 $272,674 - $299,172
544 Added 11.4%
5,316 $2.69 Million
Q2 2022

Aug 09, 2022

SELL
$452.06 - $546.01 $283,893 - $342,894
-628 Reduced 11.63%
4,772 $2.45 Million
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $299,519 - $342,178
657 Added 13.85%
5,400 $2.75 Million
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $1.84 Million - $2.4 Million
4,743 New
4,743 $2.38 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 $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

Track Northcape Wealth Management, LLC Portfolio

Follow Northcape Wealth Management, LLC 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 Northcape Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northcape Wealth Management, LLC with notifications on news.