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UnitedHealth shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners investment in UnitedHealth

2016201820202022202405M10M5k10k15k20k
Value ($)Share countHistorical UNH position of Ballentine Partners Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in UnitedHealth by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 17k 584.68
2024-06-30 $8.4M 17k 509.26
2024-03-31 $9.6M 20k 494.70
2023-12-31 $10M 20k 526.47
2023-09-30 $9.3M 18k 504.19
2023-06-30 $8.3M 17k 480.64
2023-03-31 $6.1M 13k 472.59
2022-12-31 $8.1M 15k 530.18
2022-09-30 $6.9M 14k 504.61
2022-06-30 $6.2M 12k 513.41
2022-03-31 $5.7M 11k 510.20
2021-12-31 $5.4M 11k 502.44
2021-09-30 $3.5M 9.0k 390.48
2021-06-30 $3.6M 9.0k 400.66
2021-03-31 $3.3M 9.0k 371.84
2020-12-31 $3.2M 9.1k 350.41
2020-09-30 $3.3M 11k 311.70
2020-06-30 $3.4M 12k 294.89
2020-03-31 $3.3M 13k 249.41
2019-12-31 $3.0M 10k 294.45
2019-09-30 $2.2M 10k 217.36
2019-06-30 $2.5M 10k 243.85
2019-03-31 $2.3M 9.4k 247.09
2018-12-31 $2.3M 9.2k 248.99
2018-09-30 $2.4M 9.1k 266.05
2018-06-30 $2.2M 9.0k 245.48
2018-03-31 $1.9M 8.8k 214.02
2017-12-31 $2.2M 9.8k 220.64
2017-09-30 $2.3M 12k 195.82
2017-06-30 $2.2M 12k 190.43
2017-03-31 $1.6M 9.9k 163.48
2016-12-31 $988k 6.2k 160.00
2016-09-30 $845k 6.1k 139.13
2016-06-30 $790k 5.6k 140.00
2016-03-31 $698k 5.4k 128.90
2015-12-31 $548k 4.7k 117.49
2015-09-30 $436k 3.8k 115.71
2015-06-30 $416k 3.4k 122.08
2015-03-31 $399k 3.4k 118.09
2014-12-31 $290k 2.8k 102.04
2014-09-30 $258k 3.0k 85.71
2014-06-30 $220k 2.7k 81.79
2014-03-31 $226k 2.8k 81.08