UnitedHealth shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $2.2M | 5.6k | 390.28 |
| 2021-06-30 | $1.8M | 4.6k | 400.40 |
| 2021-03-31 | $1.5M | 4.1k | 372.05 |
| 2020-12-31 | $1.3M | 3.7k | 350.60 |
| 2020-09-30 | $597k | 2.0k | 302.33 |
| 2020-06-30 | $603k | 2.1k | 293.48 |
| 2020-03-31 | $364k | 1.5k | 240.74 |
| 2019-12-31 | $257k | 875 | 294.12 |
| 2019-09-30 | $161k | 846 | 190.48 |
| 2019-06-30 | $262k | 1.1k | 238.10 |
| 2019-03-31 | $170k | 714 | 238.10 |
| 2018-12-31 | $158k | 656 | 241.38 |