First Republic Investment Management, Inc. Unitedhealth Group Inc Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 652,239 shares of UNH stock, worth $320 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

652,239

Previous 702,819 7.2%

Holding current value

$320 Million

Previous $338 Million 2.65%

% of portfolio

0.95%

Previous 1.77%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$447.75 - $510.93 $22.6 Million - $25.8 Million	-50,580 Reduced 7.2%	652,239 $329 Million
Q2 2023 Jul 28, 2023	SELL	$458.49 - $526.23 $82.2 Million - $94.4 Million	-179,340 Reduced 20.33%	702,819 $338 Million
Q1 2023 May 11, 2023	SELL	$460.33 - $518.33 $38.7 Million - $43.6 Million	-84,060 Reduced 8.7%	882,159 $417 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $22.1 Million - $24.6 Million	44,346 Added 4.81%	966,219 $512 Million
Q3 2022 Nov 03, 2022	BUY	$501.24 - $549.95 $58.8 Million - $64.5 Million	117,239 Added 14.57%	921,873 $466 Million

Q2 2022 Aug 16, 2022	BUY	$452.06 - $546.01 $5.95 Million - $7.18 Million	13,156 Added 1.66%	804,634 $413 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $34.7 Million - $39.6 Million	76,128 Added 10.64%	791,478 $404 Million
Q4 2021 Feb 09, 2022	BUY	$387.01 - $505.58 $4.21 Million - $5.49 Million	10,867 Added 1.54%	715,350 $359 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $20.2 Million - $22.3 Million	51,789 Added 7.93%	704,483 $275 Million
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $41.9 Million - $48.3 Million	114,874 Added 21.36%	652,694 $261 Million
Q1 2021 May 14, 2021	SELL	$324.34 - $379.06 $10.3 Million - $12 Million	-31,688 Reduced 5.56%	537,820 $200 Million
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $6.34 Million - $7.45 Million	-20,885 Reduced 3.54%	569,508 $200 Million
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $29.2 Million - $32.4 Million	100,236 Added 20.45%	590,393 $184 Million
Q2 2020 Aug 13, 2020	BUY	$229.49 - $311.85 $4.45 Million - $6.05 Million	19,409 Added 4.12%	490,157 $145 Million
Q1 2020 May 13, 2020	BUY	$194.86 - $305.31 $3.92 Million - $6.14 Million	20,106 Added 4.46%	470,748 $117 Million
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $7.66 Million - $10.5 Million	-35,548 Reduced 7.31%	450,642 $132 Million
Q3 2019 Nov 08, 2019	BUY	$215.26 - $266.65 $16.9 Million - $20.9 Million	78,537 Added 19.27%	486,190 $106 Million
Q2 2019 Aug 07, 2019	SELL	$216.84 - $252.28 $14.5 Million - $16.9 Million	-67,030 Reduced 14.12%	407,653 $99.5 Million
Q1 2019 Apr 30, 2019	BUY	$236.02 - $271.13 $6.35 Million - $7.29 Million	26,894 Added 6.01%	474,683 $117 Million
Q4 2018 Feb 12, 2019	BUY	$232.94 - $286.33 $104 Million - $128 Million	447,789 New	447,789 $112 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $106 Million - $115 Million	-428,059 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $13.6 Million - $16.1 Million	62,712 Added 17.17%	428,059 $105 Million
Q1 2018 May 10, 2018	BUY	$212.55 - $248.47 $1.29 Million - $1.51 Million	6,068 Added 1.69%	365,347 $78.2 Million
Q4 2017 Feb 09, 2018	SELL	$192.52 - $228.17 $668,044 - $791,749	-3,470 Reduced 0.96%	359,279 $79.2 Million
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $69.2 Million - $72.5 Million	362,749	362,749 $71 Million

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $458B
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

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First Republic Investment Management, Inc. Unitedhealth Group Inc Transaction History