UnitedHealth shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 29k | 584.69 |
| 2024-06-30 | $13M | 26k | 509.26 |
| 2024-03-31 | $12M | 24k | 494.71 |
| 2023-12-31 | $13M | 25k | 526.46 |
| 2023-09-30 | $8.9M | 18k | 504.20 |
| 2023-06-30 | $8.7M | 18k | 480.64 |
| 2023-03-31 | $7.5M | 16k | 472.59 |
| 2022-12-31 | $12M | 22k | 530.18 |