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UnitedHealth shares owned by Equitable Trust

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

Historical chart of Equitable Trust investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Equitable Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 8.6k 494.70
2023-12-31 $4.2M 8.0k 526.47
2023-09-30 $4.2M 8.3k 504.19
2023-06-30 $4.0M 8.3k 480.64
2023-03-31 $4.2M 8.9k 472.59
2022-12-31 $7.0M 13k 530.18
2022-09-30 $8.0M 16k 505.05
2022-06-30 $8.5M 17k 513.63
2022-03-31 $9.2M 18k 509.99
2021-12-31 $9.2M 18k 502.14
2021-09-30 $7.4M 19k 390.68
2021-06-30 $6.4M 16k 400.43
2021-03-31 $5.9M 16k 372.05
2020-12-31 $6.0M 17k 350.71
2020-09-30 $5.3M 17k 311.86
2020-06-30 $652k 2.2k 295.06
2020-03-31 $1.4M 5.5k 249.45
2019-12-31 $455k 1.5k 294.26
2019-09-30 $336k 1.5k 217.15
2019-06-30 $382k 1.6k 244.00
2019-03-31 $441k 1.8k 247.02
2018-12-31 $368k 1.5k 248.96
2018-09-30 $305k 1.1k 266.06
2018-06-30 $677k 2.8k 245.25