UnitedHealth shares owned by Montag & Caldwell
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 17k | 584.68 |
| 2024-06-30 | $8.8M | 17k | 509.26 |
| 2024-03-31 | $11M | 22k | 494.70 |
| 2023-12-31 | $23M | 44k | 526.47 |
| 2023-09-30 | $35M | 70k | 504.19 |
| 2023-06-30 | $34M | 71k | 480.64 |
| 2023-03-31 | $30M | 64k | 472.59 |
| 2022-12-31 | $35M | 65k | 530.18 |
| 2022-09-30 | $34M | 67k | 505.03 |
| 2022-06-30 | $35M | 67k | 513.63 |
| 2022-03-31 | $46M | 92k | 502.11 |
| 2021-12-31 | $46M | 92k | 502.11 |
| 2021-09-30 | $40M | 104k | 390.74 |
| 2021-06-30 | $42M | 104k | 400.44 |
| 2021-03-31 | $41M | 110k | 372.07 |
| 2020-12-31 | $67M | 193k | 349.09 |
| 2020-09-30 | $59M | 189k | 311.76 |
| 2020-06-30 | $59M | 198k | 294.95 |
| 2020-03-31 | $62M | 250k | 249.38 |
| 2019-12-31 | $103M | 350k | 293.98 |
| 2019-09-30 | $78M | 357k | 217.32 |
| 2019-06-30 | $89M | 364k | 244.01 |
| 2019-03-31 | $81M | 327k | 247.26 |
| 2018-12-31 | $88M | 354k | 249.12 |
| 2018-09-30 | $118M | 445k | 266.04 |
| 2018-06-30 | $113M | 461k | 245.34 |
| 2018-03-31 | $130M | 609k | 214.00 |
| 2017-12-31 | $150M | 682k | 220.46 |
| 2017-09-30 | $162M | 827k | 195.85 |
| 2017-06-30 | $163M | 880k | 185.42 |
| 2017-03-31 | $157M | 955k | 164.01 |
| 2016-12-31 | $174M | 1.1M | 160.04 |