UnitedHealth shares owned by EFG Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in UnitedHealth
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All positions including UnitedHealth held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by EFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 19k | 584.67 |
| 2024-06-30 | $9.8M | 19k | 509.25 |
| 2024-03-31 | $6.7M | 14k | 494.70 |
| 2023-12-31 | $10M | 19k | 526.47 |
| 2023-09-30 | $12M | 24k | 503.83 |
| 2023-06-30 | $12M | 24k | 480.63 |
| 2023-03-31 | $12M | 25k | 472.59 |
| 2022-12-31 | $14M | 26k | 530.18 |
| 2022-09-30 | $14M | 28k | 506.70 |
| 2022-06-30 | $15M | 29k | 514.93 |
| 2022-03-31 | $15M | 29k | 511.09 |
| 2021-12-31 | $8.7M | 17k | 503.43 |
| 2021-09-30 | $5.5M | 14k | 391.96 |
| 2021-06-30 | $5.4M | 14k | 401.58 |
| 2021-03-31 | $4.9M | 13k | 373.28 |
| 2020-12-31 | $3.0M | 8.4k | 353.07 |
| 2020-09-30 | $2.7M | 8.5k | 313.84 |
| 2020-06-30 | $2.6M | 8.7k | 297.02 |
| 2020-03-31 | $4.1M | 16k | 250.44 |
| 2019-12-31 | $6.3M | 21k | 298.85 |
| 2019-09-30 | $4.5M | 21k | 221.30 |
| 2019-06-30 | $5.4M | 22k | 248.01 |
| 2019-03-31 | $7.0M | 28k | 250.70 |
| 2018-12-31 | $7.2M | 28k | 252.81 |
| 2018-09-30 | $7.6M | 28k | 269.34 |
| 2018-06-30 | $6.9M | 28k | 248.66 |
| 2018-03-31 | $4.7M | 22k | 217.34 |
| 2017-12-31 | $5.2M | 24k | 223.23 |
| 2017-09-30 | $5.1M | 26k | 198.00 |
| 2017-06-30 | $4.7M | 25k | 187.99 |
| 2017-03-31 | $4.0M | 24k | 167.21 |
| 2016-12-31 | $5.3M | 33k | 162.38 |
| 2016-09-30 | $4.6M | 33k | 141.89 |
| 2016-06-30 | $4.8M | 34k | 142.91 |
| 2016-03-31 | $3.6M | 27k | 130.86 |
| 2015-12-31 | $2.5M | 23k | 110.00 |
| 2015-09-30 | $2.5M | 21k | 118.63 |
| 2015-06-30 | $1.8M | 15k | 122.90 |
| 2015-03-31 | $1.5M | 13k | 121.84 |
| 2014-12-31 | $648k | 6.3k | 102.32 |
| 2014-09-30 | $259k | 3.0k | 87.03 |
| 2014-06-30 | $190k | 2.3k | 81.65 |
| 2014-03-31 | $109k | 1.3k | 81.71 |
| 2013-12-31 | $51k | 670 | 75.30 |