First Foundation Advisors Unitedhealth Group Inc Transaction History

First Foundation Advisors

$2.56 Billion
Q2 2024

A detailed history of First Foundation Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, First Foundation Advisors holds 35,193 shares of UNH stock, worth $19.6 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

35,193

Previous 50,382 30.15%

Holding current value

$19.6 Million

Previous $24.9 Million 28.09%

% of portfolio

0.7%

Previous 1.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$439.2 - $524.63 $6.67 Million - $7.97 Million	-15,189 Reduced 30.15%	35,193 $17.9 Million
Q1 2024 May 09, 2024	SELL	$472.6 - $545.42 $509,935 - $588,508	-1,079 Reduced 2.1%	50,382 $24.9 Million
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $6.19 Million - $6.72 Million	-12,145 Reduced 19.09%	51,461 $27.1 Million
Q3 2023 Nov 15, 2023	BUY	$447.75 - $510.93 $1.57 Million - $1.79 Million	3,501 Added 5.82%	63,606 $32.1 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $133,879 - $153,659	292 Added 0.49%	60,105 $28.9 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $504,521 - $568,089	1,096 Added 1.87%	59,813 $28.3 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $7.77 Million - $8.65 Million	-15,575 Reduced 20.96%	58,717 $31.1 Million
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $5.63 Million - $6.18 Million	-11,236 Reduced 13.14%	74,292 $37.5 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $2.4 Million - $2.9 Million	5,306 Added 6.61%	85,528 $43.9 Million
Q1 2022 May 05, 2022	BUY	$455.89 - $520.82 $702,526 - $802,583	1,541 Added 1.96%	80,222 $40.9 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $7.96 Million - $10.4 Million	20,570 Added 35.4%	78,681 $39.5 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $1.02 Million - $1.12 Million	2,607 Added 4.7%	58,111 $22.7 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $1.14 Million - $1.32 Million	3,137 Added 5.99%	55,504 $22.2 Million
Q1 2021 May 18, 2021	BUY	$324.34 - $379.06 $1.55 Million - $1.81 Million	4,779 Added 10.04%	52,367 $19.5 Million
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $13.7 Million - $16.1 Million	-44,982 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$291.16 - $323.7 $5,823 - $6,474	-20 Reduced 0.04%	44,982 $14 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $250,603 - $340,540	1,092 Added 2.49%	45,002 $13.3 Million
Q1 2020 May 11, 2020	SELL	$194.86 - $305.31 $98,014 - $153,570	-503 Reduced 1.13%	43,910 $11 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $3.1 Million - $4.26 Million	14,380 Added 47.88%	44,413 $13.1 Million
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $253,361 - $313,847	1,177 Added 4.08%	30,033 $6.53 Million
Q2 2019 Aug 14, 2019	BUY	$216.84 - $252.28 $1.19 Million - $1.39 Million	5,494 Added 23.52%	28,856 $7.04 Million
Q1 2019 May 13, 2019	BUY	$236.02 - $271.13 $2.76 Million - $3.17 Million	11,699 Added 100.31%	23,362 $5.78 Million
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $295,367 - $363,066	1,268 Added 12.2%	11,663 $2.91 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $260,316 - $284,211	-1,054 Reduced 9.21%	10,395 $2.77 Million
Q2 2018 Aug 14, 2018	SELL	$217.2 - $255.98 $210,032 - $247,532	-967 Reduced 7.79%	11,449 $2.81 Million
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $216,801 - $253,439	1,020 Added 8.95%	12,416 $2.66 Million
Q4 2017 Feb 14, 2018	SELL	$192.52 - $228.17 $61,221 - $72,558	-318 Reduced 2.71%	11,396 $2.51 Million
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $193,109 - $202,147	1,012 Added 9.46%	11,714 $2.29 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,702	10,702 $1.98 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

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...

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First Foundation Advisors Unitedhealth Group Inc Transaction History