jvl associates »

UnitedHealth shares owned by jvl associates

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by jvl associates from 13F filings

Historical chart of jvl associates investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by jvl associates 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 jvl associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 452 494.70
2023-12-31 $229k 435 526.47

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Mercantile Bank (MBWM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for jvl associates

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth