UnitedHealth shares owned by CFG Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CFG Asset Management
from 13F filings
Historical chart of CFG Asset Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by CFG Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by CFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 676 | 345.31 |
| 2025-06-30 | $88k | 283 | 311.97 |
| 2025-03-31 | $136k | 259 | 523.75 |
| 2024-12-31 | $25k | 50 | 505.86 |
| 2024-03-31 | $1.5k | 3 | 494.67 |
| 2023-12-31 | $1.6k | 3 | 526.33 |
| 2023-09-30 | $33k | 66 | 504.20 |
| 2023-06-30 | $7.2k | 15 | 480.67 |
| 2023-03-31 | $21k | 44 | 472.59 |
| 2022-12-31 | $15k | 28 | 530.18 |
| 2022-09-30 | $9.0k | 18 | 500.00 |
| 2022-06-30 | $9.0k | 18 | 500.00 |
| 2022-03-31 | $9.0k | 18 | 500.00 |
| 2021-12-31 | $140k | 279 | 501.79 |
| 2021-09-30 | $109k | 279 | 390.68 |
| 2021-06-30 | $112k | 279 | 401.43 |
| 2021-03-31 | $48k | 128 | 375.00 |
| 2020-12-31 | $45k | 128 | 351.56 |
| 2020-09-30 | $23k | 75 | 306.67 |
| 2020-06-30 | $28k | 96 | 291.67 |
| 2020-03-31 | $91k | 363 | 250.69 |
| 2019-12-31 | $91k | 308 | 295.45 |
| 2019-09-30 | $6.0k | 28 | 214.29 |
| 2019-06-30 | $76k | 311 | 244.37 |
| 2019-03-31 | $77k | 311 | 247.59 |
| 2018-12-31 | $83k | 333 | 249.25 |
| 2018-09-30 | $77k | 288 | 267.36 |
| 2018-06-30 | $72k | 283 | 254.42 |
| 2018-03-31 | $70k | 326 | 214.72 |
| 2017-12-31 | $95k | 432 | 219.91 |
| 2017-09-30 | $90k | 461 | 195.23 |
| 2017-06-30 | $86k | 461 | 186.55 |
| 2017-03-31 | $76k | 461 | 164.86 |
| 2016-12-31 | $57k | 355 | 160.56 |
| 2016-09-30 | $123k | 880 | 139.77 |
| 2016-06-30 | $119k | 840 | 141.67 |
| 2016-03-31 | $119k | 924 | 128.79 |
| 2015-12-31 | $55k | 468 | 117.52 |
| 2015-09-30 | $51k | 436 | 116.97 |
| 2015-06-30 | $53k | 436 | 121.56 |
| 2015-03-31 | $38k | 321 | 118.38 |
| 2014-12-31 | $32k | 321 | 99.69 |
| 2014-09-30 | $28k | 321 | 87.23 |
| 2014-06-30 | $26k | 321 | 81.00 |
| 2014-03-31 | $20k | 240 | 83.33 |
| 2013-12-31 | $20k | 269 | 74.35 |
| 2013-09-30 | $19k | 269 | 70.63 |
| 2013-06-30 | $2.0k | 29 | 68.97 |