UnitedHealth shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.5k | 345.37 |
| 2025-06-30 | $1.1M | 3.6k | 311.99 |
| 2025-03-31 | $1.7M | 3.3k | 523.70 |
| 2024-12-31 | $1.6M | 3.1k | 505.83 |
| 2024-09-30 | $1.8M | 3.1k | 584.65 |
| 2024-06-30 | $1.6M | 3.1k | 509.20 |
| 2024-03-31 | $1.4M | 2.8k | 494.67 |
| 2023-12-31 | $1.5M | 2.8k | 526.52 |
| 2023-09-30 | $1.4M | 2.8k | 504.20 |
| 2023-06-30 | $1.3M | 2.7k | 480.59 |
| 2023-03-31 | $1.3M | 2.7k | 472.51 |
| 2022-12-31 | $1.3M | 2.4k | 530.17 |
| 2022-09-30 | $1.2M | 2.4k | 505.16 |
| 2022-06-30 | $2.1M | 4.1k | 513.69 |
| 2022-03-31 | $2.2M | 4.3k | 509.95 |
| 2021-12-31 | $2.2M | 4.4k | 502.03 |
| 2021-09-30 | $1.8M | 4.7k | 390.68 |
| 2021-06-30 | $1.9M | 4.8k | 400.33 |
| 2021-03-31 | $1.8M | 4.7k | 372.10 |
| 2020-12-31 | $211k | 602 | 350.50 |
| 2020-09-30 | $187k | 602 | 310.63 |
| 2020-06-30 | $169k | 570 | 296.49 |
| 2020-03-31 | $134k | 568 | 235.92 |
| 2019-12-31 | $155k | 533 | 290.81 |
| 2019-09-30 | $104k | 481 | 216.22 |
| 2019-06-30 | $108k | 447 | 241.61 |
| 2019-03-31 | $85k | 86k | 0.99 |