UnitedHealth shares owned by Ballast Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $731k | 1.3k | 584.68 |
| 2024-06-30 | $656k | 1.3k | 509.26 |
| 2024-03-31 | $712k | 1.4k | 494.70 |
| 2023-12-31 | $763k | 1.4k | 526.47 |
| 2023-09-30 | $774k | 1.5k | 504.19 |
| 2023-06-30 | $707k | 1.5k | 480.64 |
| 2023-03-31 | $723k | 1.5k | 472.59 |
| 2022-12-31 | $766k | 1.4k | 530.18 |
| 2022-09-30 | $730k | 1.4k | 505.19 |
| 2022-06-30 | $742k | 1.4k | 513.49 |
| 2022-03-31 | $736k | 1.4k | 510.05 |
| 2021-12-31 | $893k | 1.8k | 501.97 |
| 2021-09-30 | $697k | 1.8k | 390.48 |
| 2021-06-30 | $708k | 1.8k | 400.45 |
| 2021-03-31 | $657k | 1.8k | 372.03 |
| 2020-12-31 | $612k | 1.7k | 350.52 |
| 2020-09-30 | $694k | 2.2k | 311.77 |
| 2020-06-30 | $657k | 2.2k | 295.15 |
| 2020-03-31 | $426k | 1.7k | 249.27 |
| 2019-12-31 | $506k | 1.7k | 294.02 |