UnitedHealth shares owned by First Foundation Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 52k | 526.47 |
| 2023-09-30 | $32M | 64k | 504.19 |
| 2023-06-30 | $29M | 60k | 480.64 |
| 2023-03-31 | $28M | 60k | 472.59 |
| 2022-12-31 | $31M | 59k | 530.18 |
| 2022-09-30 | $38M | 74k | 505.05 |
| 2022-06-30 | $44M | 86k | 513.63 |
| 2022-03-31 | $41M | 80k | 509.97 |
| 2021-12-31 | $40M | 79k | 502.15 |
| 2021-09-30 | $23M | 58k | 390.74 |
| 2021-06-30 | $22M | 56k | 400.44 |
| 2021-03-31 | $20M | 52k | 372.07 |
| 2020-12-31 | $17M | 48k | 350.68 |
| 2020-09-30 | $14M | 45k | 311.77 |
| 2020-06-30 | $13M | 45k | 294.94 |
| 2020-03-31 | $11M | 44k | 249.37 |
| 2019-12-31 | $13M | 44k | 293.97 |
| 2019-09-30 | $6.5M | 30k | 217.33 |
| 2019-06-30 | $7.0M | 29k | 244.00 |
| 2019-03-31 | $5.8M | 23k | 247.28 |
| 2018-12-31 | $2.9M | 12k | 249.08 |
| 2018-09-30 | $2.8M | 10k | 265.99 |
| 2018-06-30 | $2.8M | 11k | 245.35 |
| 2018-03-31 | $2.7M | 12k | 214.00 |
| 2017-12-31 | $2.5M | 11k | 220.43 |
| 2017-09-30 | $2.3M | 12k | 195.83 |
| 2017-06-30 | $2.0M | 11k | 185.39 |
| 2017-03-31 | $1.7M | 10k | 164.02 |
| 2016-12-31 | $1.7M | 10k | 160.03 |
| 2016-09-30 | $1.5M | 11k | 140.03 |
| 2016-06-30 | $1.5M | 11k | 141.22 |
| 2016-03-31 | $1.3M | 9.7k | 128.87 |
| 2015-12-31 | $1.1M | 9.6k | 117.63 |
| 2015-09-30 | $1.1M | 9.3k | 116.06 |
| 2015-06-30 | $1.2M | 9.6k | 121.99 |
| 2015-03-31 | $1.1M | 9.6k | 118.26 |
| 2011-09-30 | $405k | 8.8k | 46.08 |
| 2011-06-30 | $480k | 9.3k | 51.61 |
| 2011-03-31 | $413k | 9.1k | 45.19 |
| 2010-12-31 | $336k | 9.3k | 36.09 |