UnitedHealth shares owned by Appleton Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 35k | 526.49 |
| 2023-09-30 | $18M | 35k | 504.20 |
| 2023-06-30 | $16M | 33k | 480.63 |
| 2023-03-31 | $14M | 30k | 472.57 |
| 2022-12-31 | $16M | 30k | 530.17 |
| 2022-09-30 | $14M | 28k | 505.03 |
| 2022-06-30 | $15M | 28k | 513.61 |
| 2022-03-31 | $14M | 28k | 509.95 |
| 2021-12-31 | $14M | 28k | 502.12 |
| 2021-09-30 | $12M | 29k | 390.74 |
| 2021-06-30 | $12M | 30k | 400.45 |
| 2021-03-31 | $12M | 32k | 372.07 |
| 2020-12-31 | $13M | 38k | 350.68 |
| 2020-09-30 | $12M | 37k | 311.76 |
| 2020-06-30 | $11M | 37k | 294.95 |
| 2020-03-31 | $9.1M | 36k | 249.39 |
| 2019-12-31 | $11M | 37k | 293.97 |
| 2019-09-30 | $8.1M | 37k | 217.32 |
| 2019-06-30 | $9.1M | 37k | 244.00 |
| 2019-03-31 | $9.4M | 38k | 247.26 |
| 2018-12-31 | $9.3M | 38k | 249.13 |
| 2018-09-30 | $9.9M | 37k | 266.03 |
| 2018-06-30 | $8.8M | 36k | 245.33 |
| 2018-03-31 | $7.2M | 34k | 213.99 |
| 2017-12-31 | $6.9M | 31k | 220.46 |
| 2017-09-30 | $5.9M | 30k | 195.84 |
| 2017-06-30 | $5.5M | 30k | 185.43 |
| 2017-03-31 | $4.9M | 30k | 164.00 |
| 2016-12-31 | $5.0M | 32k | 160.05 |
| 2016-09-30 | $4.5M | 32k | 140.00 |
| 2016-06-30 | $4.2M | 30k | 141.21 |