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UnitedHealth shares owned by Ethic

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ethic from 13F filings

Historical chart of Ethic investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Ethic

Quarter filed Position value Share count Share price at filing
2023-09-30 $33M 65k 504.19
2023-06-30 $29M 60k 480.64
2023-03-31 $26M 55k 472.59
2022-12-31 $24M 45k 530.18
2022-09-30 $22M 44k 505.03
2022-06-30 $21M 42k 513.65
2022-03-31 $19M 37k 509.98
2021-12-31 $16M 32k 502.13
2021-09-30 $11M 28k 390.74
2021-06-30 $9.6M 24k 400.43
2021-03-31 $6.4M 17k 372.05
2020-12-31 $4.3M 12k 350.69
2020-09-30 $3.1M 9.8k 311.78
2020-06-30 $2.2M 7.5k 294.98
2020-03-31 $1.8M 7.0k 249.43
2019-12-31 $2.0M 6.7k 293.92