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UnitedHealth shares owned by Assetmark

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

Historical chart of Assetmark investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $63M 108k 584.68
2024-06-30 $51M 99k 509.26
2024-03-31 $45M 90k 494.70
2023-12-31 $44M 83k 526.47
2023-09-30 $39M 77k 504.19
2023-06-30 $32M 66k 480.64
2023-03-31 $26M 55k 472.59
2022-12-31 $24M 46k 530.18
2022-09-30 $19M 38k 505.03
2022-06-30 $16M 31k 513.62
2022-03-31 $9.1M 18k 509.96
2021-12-31 $4.2M 8.3k 502.17
2021-09-30 $83M 213k 390.74
2021-06-30 $81M 203k 400.44
2021-03-31 $74M 200k 372.07
2020-12-31 $64M 183k 350.68
2020-09-30 $54M 172k 311.77
2020-06-30 $43M 149k 287.84
2020-03-31 $32M 127k 249.38
2019-12-31 $33M 113k 293.98
2019-09-30 $22M 103k 217.32
2019-06-30 $22M 92k 244.01
2019-03-31 $7.1M 29k 247.25
2018-12-31 $6.6M 26k 249.14
2018-09-30 $14M 53k 266.05
2018-06-30 $13M 54k 245.34
2018-03-31 $12M 55k 214.00
2017-12-31 $13M 59k 220.46
2017-09-30 $13M 67k 195.85
2017-06-30 $22M 118k 185.42
2017-03-31 $19M 113k 164.01
2016-12-31 $16M 99k 160.04
2016-09-30 $13M 94k 140.00
2016-06-30 $7.5M 53k 141.19
2016-03-31 $6.7M 52k 128.91
2015-12-31 $4.8M 41k 117.63
2015-09-30 $4.2M 36k 116.01
2015-06-30 $3.3M 27k 122.04
2015-03-31 $2.9M 25k 118.27
2014-12-31 $2.4M 23k 101.07
2014-09-30 $1.9M 22k 86.23
2014-06-30 $1.8M 22k 81.75
2014-03-31 $2.2M 27k 82.00
2013-12-31 $2.0M 27k 75.28
2013-09-30 $2.0M 28k 71.61