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UnitedHealth shares owned by Evanson Asset Management

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

Historical chart of Evanson Asset Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $379k 648 584.80
2024-06-30 $330k 648 509.36
2024-03-31 $321k 648 494.80
2023-12-31 $341k 648 526.58
2023-09-30 $327k 648 504.29
2023-06-30 $312k 648 480.74
2023-03-31 $306k 648 472.69
2022-12-31 $344k 648 530.29
2022-09-30 $484k 958 505.22
2022-06-30 $550k 1.1k 514.02
2022-03-31 $394k 773 509.70
2021-12-31 $388k 773 501.94
2021-09-30 $307k 772 397.67
2021-06-30 $309k 772 400.26
2021-03-31 $287k 772 371.76
2020-12-31 $275k 783 351.21
2016-06-30 $201k 1.4k 141.45