UnitedHealth shares owned by Avalon Advisors
Historical chart of Avalon Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $79M | 167k | 472.59 |
| 2022-12-31 | $90M | 170k | 530.18 |
| 2022-09-30 | $84M | 166k | 505.04 |
| 2022-06-30 | $64M | 125k | 513.62 |
| 2022-03-31 | $63M | 124k | 509.97 |
| 2021-12-31 | $61M | 121k | 502.14 |
| 2021-09-30 | $51M | 131k | 390.74 |
| 2021-06-30 | $53M | 132k | 400.44 |
| 2021-03-31 | $47M | 127k | 372.07 |
| 2020-12-31 | $44M | 125k | 350.68 |
| 2020-09-30 | $40M | 128k | 311.77 |
| 2020-06-30 | $49M | 166k | 294.95 |
| 2020-03-31 | $52M | 210k | 249.38 |
| 2019-12-31 | $60M | 203k | 293.98 |
| 2019-09-30 | $43M | 197k | 217.32 |
| 2019-06-30 | $46M | 189k | 244.01 |
| 2019-03-31 | $38M | 154k | 247.26 |
| 2018-12-31 | $63M | 252k | 249.12 |
| 2018-09-30 | $63M | 236k | 266.04 |
| 2018-06-30 | $57M | 231k | 245.34 |
| 2018-03-31 | $43M | 199k | 214.00 |
| 2017-12-31 | $39M | 176k | 220.46 |
| 2017-09-30 | $34M | 171k | 195.85 |
| 2017-06-30 | $32M | 173k | 185.42 |
| 2017-03-31 | $27M | 165k | 164.01 |
| 2016-12-31 | $26M | 159k | 160.04 |
| 2016-09-30 | $18M | 126k | 140.00 |
| 2016-06-30 | $25M | 174k | 141.20 |
| 2016-03-31 | $21M | 166k | 128.90 |
| 2015-12-31 | $533k | 4.5k | 117.61 |
| 2015-09-30 | $532k | 4.6k | 116.11 |
| 2015-06-30 | $559k | 4.6k | 122.00 |
| 2015-03-31 | $532k | 4.5k | 118.30 |
| 2014-12-31 | $273k | 2.7k | 100.92 |
| 2012-06-30 | $13M | 214k | 58.50 |
| 2012-03-31 | $14M | 229k | 58.94 |
| 2011-12-31 | $13M | 254k | 50.68 |
| 2011-09-30 | $12M | 249k | 46.12 |
| 2011-06-30 | $13M | 259k | 51.58 |