UnitedHealth shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $7.8M | 16k | 505.03 |
| 2022-06-30 | $7.7M | 15k | 513.61 |
| 2022-03-31 | $7.0M | 14k | 509.96 |
| 2021-12-31 | $6.4M | 13k | 502.12 |
| 2021-09-30 | $4.8M | 12k | 390.72 |
| 2021-06-30 | $4.4M | 11k | 400.40 |
| 2021-03-31 | $3.9M | 10k | 372.06 |
| 2020-12-31 | $3.3M | 9.5k | 350.68 |
| 2020-09-30 | $2.8M | 9.0k | 311.73 |
| 2020-06-30 | $2.5M | 8.6k | 294.93 |
| 2020-03-31 | $2.1M | 8.4k | 249.41 |
| 2019-12-31 | $2.5M | 8.5k | 294.01 |
| 2019-09-30 | $1.9M | 8.6k | 217.33 |
| 2019-06-30 | $2.0M | 8.4k | 243.96 |
| 2019-03-31 | $2.1M | 8.4k | 247.23 |
| 2018-12-31 | $2.3M | 9.1k | 249.15 |
| 2018-09-30 | $2.5M | 9.3k | 266.07 |
| 2018-06-30 | $2.2M | 9.0k | 245.36 |
| 2018-03-31 | $1.9M | 8.7k | 214.04 |
| 2017-12-31 | $1.9M | 8.7k | 220.43 |
| 2017-09-30 | $1.8M | 9.3k | 195.84 |
| 2017-06-30 | $1.6M | 8.8k | 185.37 |
| 2017-03-31 | $1.4M | 8.6k | 163.98 |
| 2016-12-31 | $1.4M | 8.5k | 159.99 |
| 2016-09-30 | $1.3M | 9.1k | 139.96 |
| 2016-06-30 | $1.2M | 8.8k | 141.22 |
| 2016-03-31 | $1.0M | 7.9k | 128.87 |
| 2015-12-31 | $954k | 8.1k | 117.66 |
| 2015-09-30 | $917k | 7.9k | 115.96 |
| 2015-06-30 | $834k | 6.8k | 121.95 |
| 2015-03-31 | $735k | 6.2k | 118.32 |
| 2014-12-31 | $613k | 6.1k | 101.16 |
| 2014-09-30 | $504k | 5.8k | 86.20 |
| 2014-06-30 | $472k | 5.8k | 81.75 |
| 2014-03-31 | $454k | 5.5k | 82.07 |
| 2013-12-31 | $425k | 5.6k | 75.33 |
| 2013-09-30 | $399k | 5.6k | 71.61 |
| 2013-06-30 | $372k | 5.7k | 65.50 |