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UnitedHealth shares owned by Asset Advisors Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Asset Advisors Investment Management from 13F filings

Historical chart of Asset Advisors Investment Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Asset Advisors Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Asset Advisors Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 2.4k 526.47
2023-09-30 $1.2M 2.4k 504.19
2023-06-30 $1.1M 2.3k 480.64
2023-03-31 $1.1M 2.3k 472.59
2022-12-31 $1.2M 2.3k 530.18
2022-09-30 $1.2M 2.3k 504.95
2022-06-30 $1.2M 2.3k 513.55
2022-03-31 $1.2M 2.3k 509.94
2021-12-31 $1.1M 2.2k 502.27
2021-09-30 $860k 2.2k 390.91
2021-06-30 $881k 2.2k 400.45
2021-03-31 $828k 2.2k 376.36
2020-12-31 $776k 2.2k 350.66
2020-09-30 $686k 2.2k 311.82
2020-06-30 $649k 2.2k 294.87
2020-03-31 $699k 2.8k 249.55
2019-12-31 $807k 2.8k 288.21
2019-09-30 $616k 2.8k 217.21
2019-06-30 $683k 2.8k 243.93
2019-03-31 $692k 2.8k 247.14
2018-12-31 $922k 3.7k 249.19
2018-09-30 $984k 3.7k 265.95