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UnitedHealth shares owned by Evercore Wealth Management

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

Historical chart of Evercore Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $20M 352k 57.21
2012-09-30 $15M 265k 55.42
2012-03-31 $17M 283k 58.87
2011-12-31 $14M 270k 50.69
2011-09-30 $11M 246k 46.17
2011-06-30 $13M 244k 51.58
2011-03-31 $9.0M 198k 45.25
2010-12-31 $7.5M 208k 36.13