UnitedHealth shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 2.9k | 509.25 |
| 2024-03-31 | $1.7M | 3.4k | 494.80 |
| 2023-12-31 | $1.8M | 3.3k | 526.48 |
| 2023-09-30 | $0 | 3.3k | 0.00 |
| 2023-06-30 | $1.3M | 3.3k | 380.00 |
| 2023-03-31 | $1.5M | 3.2k | 472.61 |
| 2022-12-31 | $1.8M | 3.4k | 530.18 |
| 2022-09-30 | $1.7M | 3.4k | 500.00 |
| 2022-06-30 | $1.5M | 2.9k | 511.52 |
| 2022-03-31 | $823k | 1.6k | 511.52 |
| 2021-12-31 | $249k | 496 | 502.02 |
| 2019-09-30 | $304k | 1.4k | 217.61 |
| 2019-06-30 | $412k | 1.7k | 243.93 |
| 2019-03-31 | $406k | 1.6k | 246.96 |
| 2018-12-31 | $498k | 2.0k | 249.12 |