UnitedHealth shares owned by Davy Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Davy Asset Management
from 13F filings
Historical chart of Davy Asset Management investment in UnitedHealth
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All positions including UnitedHealth held by Davy Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Davy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 15k | 584.68 |
| 2024-06-30 | $7.8M | 15k | 509.26 |
| 2024-03-31 | $7.6M | 15k | 494.70 |
| 2023-12-31 | $8.1M | 15k | 526.47 |
| 2023-09-30 | $273k | 542 | 504.19 |
| 2023-06-30 | $280k | 583 | 480.64 |