UnitedHealth shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $52M | 104k | 494.70 |
| 2023-12-31 | $55M | 104k | 526.47 |
| 2023-09-30 | $47M | 94k | 504.19 |
| 2023-06-30 | $7.4M | 15k | 480.63 |
| 2023-03-31 | $7.2M | 15k | 472.58 |
| 2022-12-31 | $9.5M | 18k | 530.17 |
| 2022-09-30 | $8.5M | 17k | 505.05 |
| 2022-06-30 | $8.6M | 17k | 513.61 |
| 2022-03-31 | $8.7M | 17k | 509.98 |
| 2021-12-31 | $6.5M | 13k | 502.16 |
| 2021-09-30 | $2.5M | 6.4k | 390.80 |
| 2021-06-30 | $2.6M | 6.5k | 400.40 |
| 2021-03-31 | $2.5M | 6.7k | 372.02 |
| 2020-12-31 | $2.5M | 7.2k | 350.73 |
| 2020-09-30 | $2.0M | 6.4k | 311.72 |
| 2020-06-30 | $2.1M | 7.0k | 294.90 |
| 2020-03-31 | $1.8M | 7.1k | 249.36 |
| 2019-12-31 | $2.1M | 7.2k | 293.98 |
| 2019-09-30 | $1.7M | 7.7k | 217.31 |
| 2019-06-30 | $2.2M | 8.8k | 244.00 |
| 2019-03-31 | $4.2M | 17k | 247.26 |
| 2018-12-31 | $4.9M | 20k | 249.12 |
| 2018-09-30 | $5.8M | 22k | 266.06 |
| 2018-06-30 | $5.0M | 21k | 245.36 |
| 2018-03-31 | $4.3M | 20k | 214.02 |
| 2017-12-31 | $432k | 2.0k | 220.52 |
| 2017-09-30 | $4.0M | 21k | 195.83 |
| 2017-06-30 | $3.7M | 20k | 185.40 |
| 2017-03-31 | $3.3M | 20k | 164.03 |
| 2016-12-31 | $3.5M | 22k | 160.03 |
| 2016-09-30 | $3.3M | 23k | 140.01 |
| 2016-06-30 | $3.4M | 24k | 141.21 |
| 2016-03-31 | $3.0M | 23k | 128.88 |
| 2015-12-31 | $2.5M | 21k | 117.62 |
| 2015-09-30 | $2.4M | 21k | 115.99 |
| 2015-06-30 | $2.5M | 20k | 121.98 |
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