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UnitedHealth shares owned by Ballast

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

Historical chart of Ballast investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Ballast

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 15k 584.68
2024-06-30 $7.5M 15k 509.26
2024-03-31 $7.3M 15k 494.70
2023-12-31 $6.6M 13k 526.47
2023-09-30 $6.4M 13k 504.19
2023-06-30 $6.1M 13k 480.64
2023-03-31 $5.9M 13k 472.59
2022-12-31 $6.6M 12k 530.18
2022-09-30 $6.8M 14k 504.98
2022-06-30 $7.0M 14k 513.56
2022-03-31 $7.1M 14k 509.96
2021-12-31 $6.8M 14k 502.14
2021-09-30 $5.3M 14k 390.74
2021-06-30 $5.4M 14k 400.40
2021-03-31 $4.9M 13k 372.00
2020-12-31 $4.5M 13k 350.67
2020-09-30 $4.2M 14k 311.70
2020-06-30 $3.9M 13k 294.90
2020-03-31 $3.3M 13k 249.37
2019-12-31 $3.5M 12k 293.96
2019-09-30 $2.6M 12k 217.24
2019-06-30 $2.9M 12k 243.97
2019-03-31 $3.0M 12k 247.20
2018-12-31 $3.0M 12k 249.11
2018-09-30 $3.3M 13k 266.07
2018-06-30 $3.0M 12k 245.36
2018-03-31 $2.6M 12k 213.99
2017-12-31 $2.7M 12k 220.45