UnitedHealth shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $515k | 1.0k | 505.86 |
| 2024-09-30 | $634k | 1.1k | 584.68 |
| 2024-06-30 | $559k | 1.1k | 509.26 |
| 2024-03-31 | $597k | 1.2k | 494.70 |
| 2023-12-31 | $672k | 1.3k | 526.47 |
| 2023-09-30 | $644k | 1.3k | 504.19 |
| 2023-06-30 | $614k | 1.3k | 480.64 |
| 2023-03-31 | $561k | 1.2k | 472.59 |
| 2022-12-31 | $661k | 1.2k | 530.18 |
| 2022-09-30 | $675k | 1.3k | 505.24 |
| 2022-06-30 | $661k | 1.3k | 514.00 |
| 2022-03-31 | $663k | 1.3k | 509.61 |
| 2021-12-31 | $653k | 1.3k | 501.92 |
| 2021-09-30 | $508k | 1.3k | 390.47 |
| 2021-06-30 | $518k | 1.3k | 400.62 |
| 2021-03-31 | $481k | 1.3k | 372.00 |
| 2020-12-31 | $449k | 1.3k | 351.06 |
| 2020-09-30 | $399k | 1.3k | 311.96 |
| 2020-06-30 | $377k | 1.3k | 294.76 |
| 2020-03-31 | $323k | 1.3k | 249.42 |
| 2019-12-31 | $381k | 1.3k | 294.21 |
| 2019-09-30 | $287k | 1.3k | 217.42 |
| 2019-06-30 | $316k | 1.3k | 244.02 |
| 2019-03-31 | $315k | 1.3k | 247.25 |
| 2018-12-31 | $315k | 1.3k | 249.41 |
| 2018-09-30 | $319k | 1.2k | 265.83 |
| 2018-06-30 | $294k | 1.2k | 245.00 |
| 2018-03-31 | $257k | 1.2k | 214.17 |
| 2017-12-31 | $265k | 1.2k | 220.83 |
| 2017-09-30 | $235k | 1.2k | 195.83 |
| 2017-06-30 | $223k | 1.2k | 185.83 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management