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UnitedHealth shares owned by Bamco

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

Historical chart of Bamco investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Bamco

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 50k 526.47
2023-09-30 $23M 46k 504.19
2023-06-30 $21M 44k 480.64
2023-03-31 $20M 43k 472.59
2022-12-31 $22M 42k 530.18
2022-09-30 $20M 40k 505.03
2022-06-30 $20M 40k 513.63
2022-03-31 $21M 41k 509.96
2021-12-31 $21M 41k 502.15
2021-09-30 $13M 34k 390.73
2021-06-30 $11M 28k 400.43
2021-03-31 $8.8M 24k 372.07
2020-12-31 $6.0M 17k 350.70
2020-09-30 $2.6M 8.4k 311.71
2020-06-30 $2.0M 6.6k 295.00
2020-03-31 $1.2M 4.9k 249.28
2019-12-31 $1.4M 4.7k 293.98
2019-09-30 $873k 4.0k 217.22
2019-06-30 $1.0M 4.2k 244.08
2019-03-31 $788k 3.2k 247.25
2018-12-31 $727k 2.9k 249.23
2018-09-30 $644k 2.4k 266.23
2018-06-30 $180k 733 245.57
2018-03-31 $117k 548 213.50