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UnitedHealth shares owned by Trust Investment Advisors

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

Historical chart of Trust Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 3.3k 494.69
2023-12-31 $1.8M 3.4k 526.50
2023-09-30 $1.7M 3.5k 504.12
2023-06-30 $1.7M 3.5k 480.61
2023-03-31 $2.2M 4.7k 472.59
2022-12-31 $5.4M 10k 530.18
2022-09-30 $2.3M 4.6k 504.95
2022-06-30 $2.5M 5.0k 513.62
2022-03-31 $2.5M 5.0k 510.03
2021-12-31 $2.6M 5.2k 502.19
2021-09-30 $1.9M 5.0k 390.68
2021-06-30 $2.0M 5.0k 400.32
2021-03-31 $2.3M 6.3k 372.01
2020-12-31 $2.3M 6.5k 350.66
2020-09-30 $2.0M 6.5k 311.84
2020-06-30 $2.0M 6.8k 294.97
2020-03-31 $1.7M 6.9k 249.35
2019-12-31 $2.0M 6.8k 293.94
2019-09-30 $1.5M 7.0k 217.26
2019-06-30 $1.8M 7.5k 244.04
2019-03-31 $2.1M 8.3k 247.24
2018-12-31 $2.2M 8.7k 249.08
2018-09-30 $2.4M 9.0k 266.07
2018-06-30 $2.2M 8.9k 245.37
2018-03-31 $1.9M 9.1k 214.02
2017-12-31 $2.2M 9.8k 220.44
2017-09-30 $2.0M 10k 195.86
2017-06-30 $2.0M 11k 185.37
2017-03-31 $1.8M 11k 164.02
2016-12-31 $1.8M 11k 160.01
2016-09-30 $1.7M 12k 139.98
2016-06-30 $1.7M 12k 141.23
2016-03-31 $1.6M 13k 128.88
2015-12-31 $1.5M 12k 117.68
2015-09-30 $1.4M 12k 116.03
2015-06-30 $1.6M 13k 121.96
2015-03-31 $992k 8.4k 118.31
2014-12-31 $1.2M 11k 101.09
2014-09-30 $1.6M 18k 86.22
2014-06-30 $1.5M 19k 81.73
2014-03-31 $1.5M 18k 81.97
2013-12-31 $1.5M 20k 75.32