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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Ellis Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
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