UnitedHealth shares owned by Covenant Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Covenant Asset Management
from 13F filings
Historical chart of Covenant Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Covenant Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $324k | 619 | 523.75 |
| 2024-12-31 | $3.9M | 7.7k | 505.86 |
| 2024-09-30 | $4.7M | 8.0k | 584.68 |
| 2024-06-30 | $4.1M | 8.1k | 509.26 |
| 2024-03-31 | $3.9M | 7.9k | 494.70 |
| 2023-12-31 | $3.5M | 6.6k | 526.47 |
| 2023-09-30 | $3.4M | 6.7k | 504.19 |
| 2023-06-30 | $4.4M | 9.1k | 480.64 |
| 2023-03-31 | $4.3M | 9.1k | 472.59 |
| 2022-12-31 | $4.7M | 8.9k | 530.18 |
| 2022-09-30 | $4.7M | 9.2k | 505.04 |
| 2022-06-30 | $4.8M | 9.4k | 513.65 |
| 2022-03-31 | $4.8M | 9.5k | 509.95 |
| 2021-12-31 | $4.7M | 9.3k | 502.14 |
| 2021-09-30 | $3.6M | 9.2k | 390.71 |
| 2021-06-30 | $3.7M | 9.2k | 400.41 |
| 2021-03-31 | $3.4M | 9.3k | 372.08 |
| 2020-12-31 | $3.2M | 9.1k | 350.68 |
| 2020-09-30 | $2.8M | 8.9k | 311.77 |
| 2020-06-30 | $2.7M | 9.0k | 294.99 |
| 2020-03-31 | $2.2M | 8.8k | 249.38 |
| 2019-12-31 | $2.5M | 8.4k | 294.02 |
| 2019-09-30 | $1.9M | 8.5k | 217.32 |
| 2019-06-30 | $2.0M | 8.2k | 243.98 |
| 2019-03-31 | $2.0M | 7.9k | 247.26 |
| 2018-12-31 | $2.0M | 7.5k | 266.10 |
| 2018-09-30 | $2.0M | 7.5k | 266.10 |
| 2018-06-30 | $1.8M | 7.5k | 245.35 |
| 2018-03-31 | $1.6M | 7.4k | 214.00 |
| 2017-12-31 | $1.6M | 7.4k | 220.49 |
| 2017-09-30 | $1.4M | 7.2k | 195.84 |
| 2017-06-30 | $1.3M | 7.2k | 185.39 |
| 2017-03-31 | $1.1M | 7.0k | 163.97 |