Balentine »

UnitedHealth shares owned by Balentine

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Balentine from 13F filings

Historical chart of Balentine investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Balentine consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Balentine

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 22k 526.46
2023-09-30 $8.5M 17k 504.19
2023-06-30 $7.9M 17k 480.64
2023-03-31 $6.2M 13k 472.59
2022-12-31 $11M 21k 530.18
2022-09-30 $11M 22k 505.03
2022-06-30 $20M 38k 513.64
2022-03-31 $9.6M 19k 509.96
2021-12-31 $4.4M 8.8k 502.11
2021-09-30 $2.3M 6.0k 390.76
2021-06-30 $1.1M 2.7k 400.45
2021-03-31 $767k 2.1k 372.33
2020-12-31 $719k 2.1k 350.73
2020-09-30 $635k 2.0k 311.58
2020-06-30 $468k 1.6k 294.71
2020-03-31 $469k 1.9k 249.47
2019-12-31 $463k 1.6k 293.78
2019-09-30 $121k 559 216.46
2019-06-30 $140k 573 244.33
2019-03-31 $118k 478 246.86
2018-12-31 $119k 478 248.95
2018-09-30 $127k 478 265.69
2017-12-31 $833k 3.8k 220.55
2017-09-30 $740k 3.8k 195.77
2017-06-30 $653k 3.5k 185.41
2017-03-31 $577k 3.5k 163.92
2016-12-31 $557k 3.5k 160.06
2016-09-30 $486k 3.5k 140.02
2016-06-30 $330k 2.3k 141.21
2016-03-31 $87k 673 129.27
2015-12-31 $145k 1.2k 117.98
2015-09-30 $143k 1.2k 116.35
2015-06-30 $61k 501 121.76
2015-03-31 $59k 501 117.76