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UnitedHealth shares owned by Allegiant Private Advisors

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

Historical chart of Allegiant Private Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.6M 3.9k 400.41
2021-03-31 $598k 1.6k 371.66
2020-12-31 $213k 607 350.91

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Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth