First Trust Advisors LP Unitedhealth Group Inc Transaction History

First Trust Advisors LP

$101 Billion
Q3 2024

A detailed history of First Trust Advisors LP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, First Trust Advisors LP holds 167,860 shares of UNH stock, worth $102 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

167,860

Previous 536,810 68.73%

Holding current value

$102 Million

Previous $273 Million 64.1%

% of portfolio

0.1%

Previous 0.29%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$488.01 - $604.18 $180 Million - $223 Million	-368,950 Reduced 68.73%	167,860 $98.1 Million
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $2.81 Million - $3.35 Million	-6,394 Reduced 1.18%	536,810 $273 Million
Q1 2024 May 13, 2024	BUY	$472.6 - $545.42 $3.38 Million - $3.91 Million	7,161 Added 1.34%	543,204 $269 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $48.7 Million - $52.9 Million	95,663 Added 21.72%	536,043 $282 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $58.9 Million - $67.2 Million	-131,520 Reduced 23.0%	440,380 $222 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $54.1 Million - $62.1 Million	118,022 Added 26.0%	571,900 $275 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $118 Million - $133 Million	-257,383 Reduced 36.19%	453,878 $214 Million
Q4 2022 Feb 09, 2023	SELL	$498.86 - $555.15 $13.9 Million - $15.4 Million	-27,792 Reduced 3.76%	711,261 $377 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $37 Million - $40.6 Million	-73,748 Reduced 9.07%	739,053 $373 Million
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $33.7 Million - $40.8 Million	-74,651 Reduced 8.41%	812,801 $417 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $176 Million - $201 Million	386,624 Added 77.2%	887,452 $453 Million
Q4 2021 Feb 08, 2022	SELL	$387.01 - $505.58 $64.5 Million - $84.3 Million	-166,738 Reduced 24.98%	500,828 $251 Million
Q3 2021 Nov 15, 2021	SELL	$390.74 - $429.71 $648,628 - $713,318	-1,660 Reduced 0.25%	667,566 $261 Million
Q2 2021 Oct 12, 2021	SELL	$364.37 - $420.89 $10.5 Million - $12.1 Million	-28,755 Reduced 4.12%	669,226 $268 Million
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $216 Million - $249 Million	591,795 Added 557.32%	697,981 $280 Million
Q1 2021 May 14, 2021	SELL	$324.34 - $379.06 $135 Million - $157 Million	-414,941 Reduced 79.62%	106,186 $39.5 Million
Q4 2020 Feb 02, 2021	BUY	$303.68 - $356.82 $127 Million - $149 Million	417,327 Added 402.05%	521,127 $183 Million
Q3 2020 Nov 05, 2020	SELL	$291.16 - $323.7 $14.2 Million - $15.7 Million	-48,651 Reduced 31.91%	103,800 $32.4 Million
Q2 2020 Jul 22, 2020	SELL	$229.49 - $311.85 $8.86 Million - $12 Million	-38,591 Reduced 20.2%	152,451 $45 Million
Q1 2020 May 06, 2020	SELL	$194.86 - $305.31 $35 Million - $54.9 Million	-179,664 Reduced 48.47%	191,042 $47.6 Million
Q4 2019 Feb 03, 2020	SELL	$215.36 - $295.97 $24.5 Million - $33.6 Million	-113,582 Reduced 23.45%	370,706 $109 Million
Q3 2019 Nov 04, 2019	BUY	$215.26 - $266.65 $34.1 Million - $42.2 Million	158,341 Added 48.58%	484,288 $105 Million
Q2 2019 Jul 30, 2019	SELL	$216.84 - $252.28 $22 Million - $25.6 Million	-101,344 Reduced 23.72%	325,947 $79.5 Million
Q1 2019 May 09, 2019	BUY	$236.02 - $271.13 $10.8 Million - $12.4 Million	45,685 Added 11.97%	427,291 $106 Million
Q4 2018 Feb 07, 2019	BUY	$232.94 - $286.33 $17.3 Million - $21.3 Million	74,462 Added 24.24%	381,606 $95.1 Million
Q3 2018 Oct 25, 2018	BUY	$246.98 - $269.65 $13.4 Million - $14.6 Million	54,187 Added 21.42%	307,144 $81.7 Million
Q2 2018 Aug 02, 2018	SELL	$217.2 - $255.98 $5.9 Million - $6.96 Million	-27,183 Reduced 9.7%	252,957 $62.1 Million
Q1 2018 Apr 23, 2018	BUY	$212.55 - $248.47 $17,429 - $20,374	82 Added 0.03%	280,140 $60 Million
Q4 2017 Feb 08, 2018	SELL	$192.52 - $228.17 $7.47 Million - $8.86 Million	-38,823 Reduced 12.17%	280,058 $61.7 Million
Q3 2017 Oct 24, 2017	BUY	$190.82 - $199.75 $60.8 Million - $63.7 Million	318,881	318,881 $62.5 Million

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

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 $569B
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 First Trust Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on First Trust Advisors LP with notifications on news.

Account

First Trust Advisors LP Unitedhealth Group Inc Transaction History