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UnitedHealth shares owned by Greystone Financial Group

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

Historical chart of Greystone Financial Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Greystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 2.5k 494.70
2021-09-30 $5.2M 13k 390.76
2021-06-30 $6.9M 17k 400.44
2021-03-31 $7.1M 17k 411.73
2020-12-31 $5.6M 17k 324.35