UnitedHealth shares owned by Epic Trust Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Epic Trust Investment Advisors
from 13F filings
Historical chart of Epic Trust Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Epic Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 2.3k | 509.27 |
| 2024-03-31 | $1.1M | 2.1k | 494.76 |
| 2023-12-31 | $1.1M | 2.1k | 526.40 |
| 2023-09-30 | $1.0M | 2.0k | 504.31 |
| 2023-06-30 | $966k | 2.0k | 480.66 |
| 2023-03-31 | $1.2M | 2.6k | 472.73 |
| 2022-12-31 | $943k | 1.8k | 530.37 |
| 2022-09-30 | $778k | 1.5k | 505.19 |
| 2022-06-30 | $668k | 1.3k | 514.24 |
| 2022-03-31 | $742k | 1.3k | 589.36 |
| 2021-12-31 | $380k | 756 | 502.65 |
More positions owned by Epic Trust Investment Advisors
View all positions for Epic Trust Investment Advisors