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UnitedHealth shares owned by A. Montag and Associates

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in UnitedHealth

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All positions including UnitedHealth held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2013-03-31 $2.0M 36k 57.20
2012-12-31 $1.9M 35k 54.23
2012-09-30 $1.9M 34k 55.40
2012-06-30 $2.1M 36k 58.50
2012-03-31 $2.1M 35k 58.93
2011-12-31 $2.0M 39k 50.67
2011-09-30 $1.9M 41k 46.12
2011-06-30 $2.1M 41k 51.58
2011-03-31 $1.7M 39k 45.21

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth