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UnitedHealth shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in UnitedHealth

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All positions including UnitedHealth held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $248k 501 494.70
2023-12-31 $305k 579 526.47
2023-09-30 $224k 445 504.19

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Dow (DOW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
PIMCO Corporate Opportunity Fund (PTY)
Eli Lilly & Co. (LLY)
Blackrock Core Bd Tr Shs Ben Int (BHK)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Sym Financial Corporation

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth