UnitedHealth shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 32k | 526.47 |
| 2023-09-30 | $18M | 35k | 504.19 |
| 2023-06-30 | $17M | 35k | 480.64 |
| 2023-03-31 | $22M | 46k | 472.59 |
| 2022-12-31 | $25M | 46k | 530.18 |
| 2022-09-30 | $24M | 47k | 505.04 |
| 2022-06-30 | $24M | 47k | 513.63 |
| 2022-03-31 | $20M | 39k | 509.96 |
| 2021-12-31 | $19M | 39k | 502.14 |
| 2021-09-30 | $15M | 38k | 390.74 |
| 2021-06-30 | $15M | 37k | 400.43 |
| 2021-03-31 | $14M | 37k | 372.08 |
| 2020-12-31 | $13M | 36k | 350.70 |
| 2020-09-30 | $11M | 36k | 311.78 |
| 2020-06-30 | $11M | 36k | 294.94 |
| 2020-03-31 | $8.9M | 36k | 249.37 |
| 2019-12-31 | $11M | 36k | 293.98 |
| 2019-09-30 | $11M | 48k | 217.32 |
| 2019-06-30 | $11M | 46k | 244.01 |
| 2019-03-31 | $11M | 45k | 247.26 |
| 2018-12-31 | $11M | 44k | 249.11 |
| 2018-09-30 | $12M | 44k | 266.04 |
| 2018-06-30 | $11M | 45k | 245.33 |
| 2018-03-31 | $9.7M | 45k | 214.00 |
| 2017-12-31 | $10M | 46k | 220.47 |
| 2017-09-30 | $9.6M | 49k | 195.86 |
| 2017-06-30 | $217k | 1.2k | 185.63 |
More positions owned by Beacon Investment Advisory Services
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