UnitedHealth shares owned by Creative Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2012-12-31 | $514k | 9.5k | 54.27 |
| 2012-09-30 | $500k | 9.0k | 55.42 |
| 2012-06-30 | $559k | 9.6k | 58.53 |
| 2011-12-31 | $329k | 6.5k | 50.72 |