UnitedHealth shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ellsworth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $799k | 1.4k | 584.72 |
| 2024-06-30 | $625k | 1.2k | 509.28 |
| 2024-03-31 | $487k | 1.1k | 439.34 |
| 2023-12-31 | $490k | 931 | 526.51 |
| 2023-09-30 | $459k | 864 | 531.76 |
| 2023-06-30 | $414k | 862 | 480.65 |
| 2023-03-31 | $391k | 828 | 472.52 |
| 2022-12-31 | $398k | 835 | 476.24 |
| 2022-09-30 | $422k | 835 | 505.39 |
| 2022-06-30 | $429k | 835 | 513.77 |
| 2022-03-31 | $457k | 837 | 546.00 |
| 2021-12-31 | $431k | 859 | 501.75 |
| 2021-09-30 | $357k | 913 | 391.02 |
| 2021-06-30 | $364k | 909 | 400.44 |
| 2021-03-31 | $340k | 913 | 372.40 |
| 2020-12-31 | $235k | 670 | 350.75 |
| 2020-09-30 | $209k | 669 | 312.41 |
| 2020-06-30 | $202k | 686 | 294.46 |