UnitedHealth shares owned by Heron Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.3M | 2.7k | 480.72 |
| 2023-03-31 | $1.3M | 2.7k | 472.67 |
| 2022-09-30 | $1.4M | 2.8k | 505.29 |
| 2022-06-30 | $1.4M | 2.8k | 513.52 |
| 2022-03-31 | $1.5M | 3.0k | 510.00 |
| 2021-12-31 | $1.7M | 3.6k | 468.46 |
| 2021-09-30 | $1.4M | 3.6k | 390.63 |
| 2021-06-30 | $1.5M | 3.6k | 400.55 |
| 2021-03-31 | $1.4M | 3.7k | 367.01 |
| 2020-12-31 | $1.3M | 3.7k | 365.14 |
| 2020-09-30 | $1.2M | 3.8k | 318.28 |
| 2020-06-30 | $1.3M | 4.3k | 291.27 |
| 2020-03-31 | $1.2M | 4.4k | 270.49 |
| 2019-12-31 | $1.3M | 4.4k | 290.78 |