UnitedHealth shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.7M | 15k | 526.47 |
| 2023-09-30 | $7.9M | 16k | 504.19 |
| 2023-06-30 | $7.1M | 15k | 480.63 |
| 2023-03-31 | $21M | 30k | 710.41 |
| 2022-12-31 | $15M | 29k | 530.26 |
| 2022-09-30 | $7.5M | 15k | 505.10 |
| 2022-06-30 | $6.7M | 13k | 513.67 |
| 2022-03-31 | $7.9M | 15k | 509.99 |
| 2021-12-31 | $8.8M | 18k | 502.34 |
| 2021-09-30 | $6.6M | 17k | 390.91 |
| 2021-06-30 | $6.2M | 15k | 400.66 |
| 2021-03-31 | $5.6M | 15k | 372.29 |
| 2020-12-31 | $5.3M | 15k | 350.83 |
| 2020-09-30 | $4.6M | 15k | 311.87 |
| 2020-06-30 | $4.4M | 15k | 295.05 |
| 2020-03-31 | $3.2M | 13k | 249.41 |
| 2019-12-31 | $4.2M | 14k | 294.08 |
| 2019-09-30 | $3.0M | 14k | 217.33 |
| 2019-06-30 | $523k | 3.7k | 141.31 |
| 2019-03-31 | $2.9M | 12k | 247.26 |
| 2018-12-31 | $2.6M | 10k | 249.18 |
| 2018-09-30 | $2.8M | 11k | 266.09 |
| 2018-06-30 | $2.5M | 10k | 245.40 |
| 2018-03-31 | $2.0M | 9.6k | 214.00 |
| 2017-12-31 | $2.0M | 9.2k | 220.46 |
| 2017-09-30 | $995k | 5.1k | 195.94 |
| 2017-06-30 | $946k | 5.1k | 185.49 |
| 2017-03-31 | $783k | 4.8k | 164.08 |
| 2016-12-31 | $736k | 4.6k | 160.17 |
| 2016-09-30 | $666k | 4.8k | 139.97 |
| 2016-06-30 | $523k | 3.7k | 141.31 |
| 2016-03-31 | $470k | 3.6k | 128.87 |
| 2015-12-31 | $342k | 2.9k | 117.53 |
| 2013-09-30 | $206k | 2.9k | 71.68 |