UnitedHealth shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 485 | 584.68 |
| 2024-03-31 | $249k | 504 | 494.70 |
| 2023-12-31 | $276k | 525 | 526.47 |
| 2023-09-30 | $253k | 501 | 504.19 |
| 2023-06-30 | $239k | 497 | 480.64 |
| 2023-03-31 | $251k | 530 | 472.59 |
| 2022-12-31 | $315k | 594 | 530.18 |
| 2022-09-30 | $243k | 481 | 505.20 |
| 2022-06-30 | $212k | 413 | 513.32 |
| 2021-12-31 | $218k | 434 | 502.30 |
| 2021-09-30 | $157k | 403 | 389.58 |