UnitedHealth shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Matrix Asset Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Matrix Asset Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $12M | 25k | 494.70 |
2023-12-31 | $9.9M | 19k | 526.47 |
2023-09-30 | $9.6M | 19k | 504.19 |
2023-06-30 | $3.4M | 7.1k | 480.64 |
2016-12-31 | $647k | 4.0k | 160.03 |
2016-09-30 | $574k | 4.1k | 140.07 |