UnitedHealth shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in UnitedHealth
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All positions including UnitedHealth held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.8M | 3.6k | 509.31 |
| 2024-03-31 | $1.9M | 3.8k | 494.64 |
| 2023-09-30 | $1.8M | 3.5k | 504.22 |
| 2023-06-30 | $1.6M | 3.3k | 480.69 |
| 2023-03-31 | $1.4M | 3.0k | 472.56 |
| 2022-12-31 | $1.2M | 2.3k | 530.11 |
| 2022-09-30 | $1.0M | 2.0k | 505.05 |
| 2022-06-30 | $1.1M | 2.1k | 513.66 |
| 2022-03-31 | $959k | 1.9k | 509.84 |
| 2021-12-31 | $831k | 1.7k | 502.11 |
| 2021-09-30 | $553k | 1.4k | 391.09 |
| 2021-06-30 | $431k | 1.1k | 400.19 |
| 2021-03-31 | $433k | 1.2k | 372.31 |
| 2020-12-31 | $399k | 1.1k | 350.92 |
| 2020-09-30 | $357k | 1.1k | 312.06 |
| 2020-06-30 | $329k | 1.1k | 295.07 |
| 2020-03-31 | $287k | 1.2k | 249.35 |
| 2019-12-31 | $319k | 1.1k | 293.74 |
| 2019-09-30 | $234k | 1.1k | 217.07 |
| 2019-06-30 | $263k | 1.1k | 244.20 |
| 2019-03-31 | $215k | 871 | 246.84 |
| 2018-12-31 | $231k | 929 | 248.65 |
| 2018-09-30 | $288k | 1.1k | 266.17 |
| 2018-06-30 | $216k | 880 | 245.45 |
| 2018-03-31 | $217k | 1.0k | 217.00 |
| 2017-12-31 | $184k | 819 | 224.66 |
| 2017-09-30 | $143k | 729 | 196.16 |
| 2017-06-30 | $136k | 729 | 186.56 |
| 2017-03-31 | $113k | 684 | 165.20 |
| 2016-12-31 | $142k | 880 | 161.36 |
| 2016-09-30 | $136k | 984 | 138.21 |
| 2016-06-30 | $140k | 984 | 142.28 |