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UnitedHealth shares owned by Davis-Rea

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

Historical chart of Davis-Rea investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Davis-Rea

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 10k 526.47
2023-09-30 $8.7M 17k 504.19
2023-06-30 $5.9M 12k 480.64
2023-03-31 $5.8M 12k 472.59
2022-12-31 $3.7M 7.0k 530.19
2022-09-30 $3.5M 7.0k 505.05
2022-06-30 $7.2M 14k 513.60
2022-03-31 $15M 193k 79.43
2021-12-31 $3.5M 6.9k 502.17
2021-09-30 $2.7M 6.8k 390.74
2021-06-30 $2.7M 6.8k 400.47
2021-03-31 $2.5M 6.8k 372.06
2020-12-31 $2.2M 6.3k 350.71
2020-09-30 $1.9M 6.2k 311.77
2020-06-30 $1.7M 5.6k 294.98
2020-03-31 $1.4M 5.6k 249.32
2019-12-31 $1.4M 4.8k 293.96