UnitedHealth shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 22k | 505.86 |
| 2024-09-30 | $12M | 20k | 584.68 |
| 2024-06-30 | $2.7M | 5.4k | 509.26 |
| 2024-03-31 | $3.3M | 6.7k | 494.70 |
| 2023-12-31 | $2.8M | 5.2k | 526.47 |
| 2023-09-30 | $543k | 1.1k | 504.19 |
| 2023-06-30 | $637k | 1.3k | 480.64 |
| 2023-03-31 | $36k | 76 | 472.59 |
| 2022-12-31 | $40k | 76 | 530.18 |
| 2022-09-30 | $13k | 26 | 500.00 |
| 2022-06-30 | $13k | 26 | 500.00 |
| 2022-03-31 | $13k | 26 | 500.00 |
| 2021-12-31 | $13k | 26 | 500.00 |
| 2021-09-30 | $10k | 26 | 384.62 |
| 2021-06-30 | $10k | 26 | 384.62 |
| 2021-03-31 | $10k | 26 | 384.62 |
| 2020-12-31 | $9.0k | 26 | 346.15 |
| 2020-09-30 | $11k | 34 | 323.53 |
| 2020-06-30 | $8.0k | 26 | 307.69 |
| 2020-03-31 | $6.0k | 26 | 230.77 |
| 2013-09-30 | $251k | 3.5k | 71.71 |
More positions owned by Bourgeon Capital Management
View all positions for Bourgeon Capital Management