UnitedHealth shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.4M | 19k | 494.71 |
| 2023-12-31 | $8.9M | 17k | 526.47 |
| 2023-09-30 | $7.8M | 16k | 504.19 |
| 2023-06-30 | $7.4M | 16k | 480.63 |
| 2023-03-31 | $7.2M | 15k | 472.60 |
| 2022-12-31 | $8.1M | 15k | 530.22 |
| 2022-09-30 | $7.8M | 15k | 505.07 |
| 2022-06-30 | $7.9M | 16k | 513.64 |
| 2022-03-31 | $7.7M | 15k | 509.98 |
| 2021-12-31 | $7.8M | 16k | 502.15 |
| 2021-09-30 | $5.9M | 15k | 390.75 |
| 2021-06-30 | $5.6M | 14k | 400.49 |
| 2021-03-31 | $4.8M | 13k | 372.06 |
| 2020-12-31 | $4.4M | 13k | 350.69 |
| 2020-09-30 | $4.8M | 15k | 311.78 |
| 2020-06-30 | $4.6M | 16k | 294.98 |
| 2020-03-31 | $3.0M | 12k | 249.39 |
| 2019-12-31 | $3.1M | 11k | 293.95 |
| 2019-09-30 | $2.2M | 10k | 217.29 |
| 2019-06-30 | $1.6M | 6.4k | 243.93 |
| 2019-03-31 | $1.2M | 5.1k | 247.23 |
| 2018-12-31 | $1.3M | 5.4k | 249.21 |
| 2018-09-30 | $1.4M | 5.3k | 266.06 |
| 2018-06-30 | $1.3M | 5.4k | 245.36 |
| 2018-03-31 | $1.1M | 5.3k | 213.92 |
| 2017-12-31 | $1.2M | 5.4k | 220.41 |
| 2017-09-30 | $1.0M | 5.2k | 195.78 |
| 2017-06-30 | $1.1M | 5.8k | 185.45 |
| 2017-03-31 | $969k | 5.9k | 164.04 |
| 2016-12-31 | $1.2M | 7.4k | 160.06 |
| 2016-09-30 | $1.0M | 7.4k | 140.02 |
| 2016-06-30 | $941k | 6.7k | 141.14 |
| 2016-03-31 | $854k | 6.6k | 128.83 |
| 2015-12-31 | $772k | 6.6k | 117.58 |
| 2015-09-30 | $737k | 6.4k | 116.04 |
| 2015-06-30 | $760k | 6.2k | 121.95 |
| 2015-03-31 | $669k | 6.6k | 101.07 |
| 2014-12-31 | $669k | 6.6k | 101.07 |
| 2014-09-30 | $573k | 6.6k | 86.31 |
| 2014-06-30 | $546k | 6.7k | 81.76 |
| 2014-03-31 | $568k | 6.9k | 81.99 |
| 2013-12-31 | $544k | 7.2k | 75.37 |
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