UnitedHealth shares owned by James Investment Research
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by James Investment Research consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 19k | 584.68 |
| 2024-06-30 | $9.8M | 19k | 509.26 |
| 2024-03-31 | $11M | 22k | 494.70 |
| 2023-12-31 | $14M | 26k | 526.47 |
| 2023-09-30 | $14M | 27k | 504.19 |
| 2023-06-30 | $14M | 29k | 480.64 |
| 2023-03-31 | $14M | 30k | 472.58 |
| 2022-12-31 | $16M | 30k | 530.17 |
| 2022-09-30 | $16M | 32k | 505.05 |
| 2022-06-30 | $18M | 35k | 513.63 |
| 2022-03-31 | $18M | 36k | 509.98 |
| 2021-12-31 | $18M | 37k | 502.14 |
| 2021-09-30 | $15M | 38k | 390.75 |
| 2021-06-30 | $15M | 39k | 400.43 |
| 2021-03-31 | $12M | 31k | 372.06 |
| 2020-12-31 | $16M | 45k | 350.69 |
| 2020-09-30 | $9.7M | 31k | 311.76 |
| 2020-06-30 | $7.8M | 26k | 294.96 |
| 2020-03-31 | $6.6M | 27k | 249.38 |
| 2019-12-31 | $8.6M | 29k | 293.99 |
| 2019-09-30 | $5.6M | 26k | 217.30 |
| 2019-06-30 | $7.9M | 32k | 244.02 |
| 2019-03-31 | $13M | 54k | 247.27 |
| 2018-12-31 | $12M | 48k | 249.12 |
| 2018-09-30 | $5.3M | 20k | 266.07 |
| 2018-06-30 | $5.2M | 21k | 245.34 |
| 2018-03-31 | $4.6M | 21k | 214.00 |
| 2017-12-31 | $5.4M | 24k | 220.46 |
| 2017-09-30 | $6.9M | 35k | 195.85 |
| 2017-06-30 | $9.1M | 49k | 185.41 |
| 2017-03-31 | $7.2M | 44k | 164.01 |
| 2016-12-31 | $7.7M | 48k | 160.04 |
| 2016-09-30 | $3.9M | 28k | 140.02 |
| 2016-06-30 | $38M | 269k | 141.20 |
| 2016-03-31 | $67M | 516k | 128.90 |
| 2015-12-31 | $51M | 436k | 117.64 |
| 2015-09-30 | $45M | 384k | 116.01 |
| 2015-06-30 | $46M | 373k | 122.00 |
| 2015-03-31 | $41M | 346k | 118.29 |
| 2014-12-31 | $31M | 303k | 101.09 |
| 2014-09-30 | $21M | 240k | 86.25 |
| 2014-06-30 | $20M | 240k | 81.75 |
| 2014-03-31 | $23M | 278k | 81.99 |
| 2013-12-31 | $26M | 341k | 75.30 |
| 2013-09-30 | $33M | 456k | 71.61 |
| 2013-06-30 | $30M | 450k | 65.48 |
| 2013-03-31 | $30M | 532k | 57.21 |
| 2012-12-31 | $31M | 565k | 54.24 |
| 2012-09-30 | $28M | 510k | 55.41 |
| 2012-06-30 | $28M | 482k | 58.50 |
| 2011-06-30 | $1.9M | 37k | 51.57 |
More positions owned by James Investment Research
Home Depot (HD)
View all positions for James Investment Research