UnitedHealth shares owned by Cape Ann Savings Bank
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cape Ann Savings Bank
from 13F filings
Historical chart of Cape Ann Savings Bank investment in UnitedHealth
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All positions including UnitedHealth held by Cape Ann Savings Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Cape Ann Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 4.8k | 511.74 |
| 2023-09-30 | $2.4M | 4.8k | 504.19 |
| 2023-06-30 | $2.3M | 4.9k | 480.64 |
| 2023-03-31 | $2.3M | 4.8k | 472.59 |
| 2022-12-31 | $2.5M | 4.7k | 530.18 |
| 2022-09-30 | $2.4M | 4.7k | 505.04 |
| 2022-06-30 | $2.4M | 4.6k | 513.61 |
| 2022-03-31 | $2.3M | 4.6k | 509.90 |
| 2021-12-31 | $2.4M | 4.8k | 502.22 |
| 2021-09-30 | $1.8M | 4.6k | 390.70 |
| 2021-06-30 | $1.8M | 4.6k | 400.48 |
| 2021-03-31 | $1.7M | 4.6k | 372.02 |
| 2020-12-31 | $1.5M | 4.2k | 350.80 |
| 2020-06-30 | $1.1M | 3.6k | 294.91 |