UnitedHealth shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 2.6k | 494.70 |
| 2023-12-31 | $1.4M | 2.6k | 526.47 |
| 2023-09-30 | $1.3M | 2.7k | 504.19 |
| 2022-06-30 | $201k | 392 | 512.76 |
| 2020-09-30 | $241k | 774 | 311.37 |
| 2020-06-30 | $245k | 829 | 295.54 |
| 2020-03-31 | $207k | 829 | 249.70 |
| 2019-12-31 | $251k | 854 | 293.91 |
| 2019-09-30 | $203k | 934 | 217.34 |
| 2019-06-30 | $251k | 1.0k | 243.93 |
| 2019-03-31 | $292k | 1.2k | 247.67 |
| 2018-12-31 | $325k | 1.3k | 248.85 |
| 2018-09-30 | $325k | 1.2k | 266.18 |
| 2018-06-30 | $324k | 1.3k | 245.27 |
| 2018-03-31 | $283k | 1.3k | 214.23 |
| 2017-12-31 | $295k | 1.3k | 220.81 |
More positions owned by White Lighthouse Investment Management
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