UnitedHealth shares owned by Inverness Counsel
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Inverness Counsel
from 13F filings
Historical chart of Inverness Counsel investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Inverness Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $53M | 105k | 505.04 |
| 2022-06-30 | $68M | 131k | 513.63 |
| 2022-03-31 | $69M | 136k | 509.97 |
| 2021-12-31 | $69M | 138k | 502.14 |
| 2021-09-30 | $64M | 163k | 390.74 |
| 2021-06-30 | $64M | 160k | 400.44 |
| 2021-03-31 | $59M | 159k | 372.07 |
| 2020-12-31 | $48M | 137k | 350.68 |
| 2020-09-30 | $44M | 142k | 311.77 |
| 2020-06-30 | $42M | 142k | 294.95 |
| 2020-03-31 | $31M | 125k | 249.38 |
| 2019-12-31 | $36M | 123k | 293.98 |
| 2019-09-30 | $29M | 136k | 217.32 |
| 2019-06-30 | $34M | 138k | 244.01 |
| 2019-03-31 | $45M | 180k | 247.26 |
| 2018-12-31 | $51M | 205k | 249.12 |
| 2018-09-30 | $61M | 228k | 266.04 |
| 2018-06-30 | $55M | 223k | 245.34 |
| 2018-03-31 | $49M | 230k | 214.00 |
| 2017-12-31 | $47M | 214k | 220.46 |
| 2017-09-30 | $39M | 198k | 195.85 |
| 2017-06-30 | $39M | 209k | 185.42 |
| 2017-03-31 | $35M | 214k | 165.56 |
| 2016-12-31 | $30M | 183k | 162.71 |
| 2016-09-30 | $18M | 127k | 140.00 |
| 2016-06-30 | $23M | 165k | 141.20 |
| 2016-03-31 | $21M | 164k | 128.90 |
| 2015-12-31 | $17M | 148k | 117.64 |
| 2015-09-30 | $574k | 4.9k | 115.98 |