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UnitedHealth shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 20k 494.70
2023-12-31 $11M 21k 526.47
2023-09-30 $11M 22k 504.19
2023-06-30 $12M 24k 480.64
2023-03-31 $12M 26k 472.59
2022-12-31 $14M 27k 530.18
2022-09-30 $14M 28k 505.03
2022-06-30 $14M 28k 513.59
2022-03-31 $14M 28k 509.94
2021-12-31 $14M 28k 502.13
2021-09-30 $11M 29k 390.72
2021-06-30 $11M 29k 400.41
2021-03-31 $11M 29k 372.10
2020-12-31 $10M 29k 350.68
2020-09-30 $9.4M 30k 311.54
2020-06-30 $9.1M 31k 294.92
2020-03-31 $7.8M 31k 249.37
2019-12-31 $9.3M 32k 293.95
2019-09-30 $6.7M 31k 217.31
2019-06-30 $7.5M 31k 243.98
2019-03-31 $7.7M 31k 247.25
2018-12-31 $7.9M 32k 249.10
2018-09-30 $8.5M 32k 266.05
2018-06-30 $7.9M 32k 245.13
2018-03-31 $7.4M 35k 213.68
2017-12-31 $14M 38k 364.15
2017-09-30 $7.5M 38k 195.62
2017-06-30 $7.1M 38k 185.30
2017-03-31 $6.2M 38k 163.07
2016-12-31 $6.4M 40k 160.04
2016-09-30 $4.8M 35k 140.01
2016-06-30 $4.3M 31k 141.19
2016-03-31 $3.5M 27k 128.88
2015-12-31 $2.1M 18k 117.65
2015-09-30 $2.1M 18k 116.03
2015-06-30 $2.2M 18k 122.03
2015-03-31 $2.1M 18k 118.26
2014-12-31 $1.8M 18k 101.11
2014-09-30 $1.6M 18k 86.25
2014-06-30 $1.6M 19k 81.76
2014-03-31 $1.6M 20k 82.01
2013-12-31 $1.6M 21k 75.29
2013-09-30 $1.5M 22k 71.61