UnitedHealth shares owned by Carret Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carret Asset Management
from 13F filings
Historical chart of Carret Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Carret Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 8.0k | 584.66 |
| 2024-06-30 | $3.6M | 7.1k | 509.23 |
| 2024-03-31 | $3.5M | 7.0k | 494.73 |
| 2023-12-31 | $3.5M | 6.6k | 526.49 |
| 2023-09-30 | $3.3M | 6.5k | 504.19 |
| 2023-06-30 | $3.0M | 6.2k | 480.63 |
| 2023-03-31 | $2.9M | 6.2k | 472.61 |
| 2022-12-31 | $3.3M | 6.2k | 530.27 |
| 2022-09-30 | $3.1M | 6.2k | 505.02 |
| 2022-06-30 | $3.2M | 6.2k | 513.58 |
| 2022-03-31 | $3.4M | 6.6k | 509.99 |
| 2021-12-31 | $3.2M | 6.3k | 502.07 |
| 2021-09-30 | $2.4M | 6.2k | 390.65 |
| 2021-06-30 | $2.5M | 6.3k | 400.41 |
| 2021-03-31 | $2.6M | 7.1k | 372.03 |
| 2020-12-31 | $2.4M | 6.8k | 350.65 |
| 2020-09-30 | $2.0M | 6.3k | 311.73 |
| 2020-06-30 | $1.8M | 6.2k | 295.02 |
| 2020-03-31 | $1.6M | 6.2k | 249.36 |
| 2019-12-31 | $1.9M | 6.4k | 294.03 |
| 2019-09-30 | $1.3M | 6.2k | 217.27 |
| 2019-06-30 | $1.5M | 6.2k | 243.98 |
| 2019-03-31 | $1.1M | 4.3k | 247.21 |
| 2018-12-31 | $1.1M | 4.4k | 249.04 |
| 2018-09-30 | $1.1M | 4.1k | 266.01 |
| 2018-06-30 | $1.0M | 4.1k | 245.31 |
| 2018-03-31 | $858k | 4.0k | 213.91 |
| 2017-12-31 | $881k | 4.0k | 220.58 |
| 2017-09-30 | $757k | 3.9k | 195.91 |
| 2017-06-30 | $737k | 4.0k | 185.46 |
| 2017-03-31 | $644k | 3.9k | 164.03 |
| 2016-12-31 | $632k | 3.9k | 160.16 |
| 2016-09-30 | $559k | 4.0k | 139.89 |
| 2016-06-30 | $564k | 4.0k | 141.14 |
| 2016-03-31 | $515k | 4.0k | 128.88 |
| 2015-12-31 | $474k | 4.0k | 117.65 |
| 2015-09-30 | $469k | 4.0k | 116.00 |
| 2015-06-30 | $420k | 3.4k | 121.99 |
| 2015-03-31 | $388k | 3.3k | 118.26 |
| 2014-12-31 | $295k | 2.9k | 101.20 |
| 2014-09-30 | $240k | 2.8k | 86.18 |
| 2014-06-30 | $213k | 2.6k | 81.92 |