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
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Quarterly reported holdings in UnitedHealth by Ballentine Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |