Heron Bay Capital Management »

UnitedHealth shares owned by Heron Bay Capital Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heron Bay Capital Management from 13F filings

Historical chart of Heron Bay Capital Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Heron Bay Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Heron Bay Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $990k 1.7k 584.68
2024-06-30 $827k 1.6k 509.26
2024-03-31 $806k 1.6k 494.70
2023-12-31 $862k 1.6k 526.47
2023-09-30 $825k 1.6k 504.19
2023-06-30 $829k 1.7k 480.64
2023-03-31 $815k 1.7k 472.59
2022-12-31 $919k 1.7k 530.18
2022-09-30 $875k 1.7k 504.90
2022-06-30 $890k 1.7k 513.56
2022-03-31 $885k 1.7k 509.79
2021-12-31 $872k 1.7k 502.30
2021-09-30 $678k 1.7k 390.55
2021-06-30 $704k 1.8k 400.23
2021-03-31 $868k 2.3k 371.89
2020-12-31 $856k 2.4k 350.53