UnitedHealth shares owned by Legacy Private Trust
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $20k | 350 | 57.14 |
| 2012-12-31 | $1.7M | 31k | 54.22 |
| 2012-09-30 | $2.0M | 37k | 55.41 |
| 2012-06-30 | $2.1M | 37k | 58.49 |
| 2012-03-31 | $1.8M | 31k | 58.94 |
| 2011-12-31 | $978k | 19k | 50.70 |
| 2011-09-30 | $683k | 15k | 46.15 |
| 2011-06-30 | $654k | 13k | 51.57 |
| 2011-03-31 | $551k | 12k | 45.20 |