UnitedHealth shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 3.0k | 584.68 |
| 2024-06-30 | $1.2M | 2.3k | 509.26 |
| 2024-03-31 | $1.2M | 2.3k | 494.70 |
| 2023-12-31 | $1.1M | 2.1k | 526.47 |
| 2023-09-30 | $1.1M | 2.1k | 504.19 |
| 2023-06-30 | $1.1M | 2.2k | 480.64 |
| 2023-03-31 | $1.0M | 2.2k | 472.59 |
| 2022-12-31 | $1.1M | 2.0k | 530.25 |
| 2022-09-30 | $1.0M | 2.0k | 505.18 |
| 2022-06-30 | $1.1M | 2.2k | 513.65 |
| 2022-03-31 | $1.1M | 2.2k | 510.10 |
| 2021-12-31 | $1.1M | 2.2k | 502.24 |
| 2021-09-30 | $781k | 2.0k | 390.75 |
| 2021-06-30 | $750k | 1.9k | 400.57 |
| 2021-03-31 | $644k | 1.7k | 372.35 |
| 2020-12-31 | $547k | 1.6k | 350.68 |
| 2020-09-30 | $469k | 1.5k | 311.80 |
| 2020-06-30 | $428k | 1.4k | 295.11 |
| 2020-03-31 | $361k | 1.4k | 249.41 |
| 2019-12-31 | $399k | 1.4k | 293.77 |
| 2019-09-30 | $295k | 1.4k | 217.17 |
| 2019-06-30 | $297k | 1.2k | 244.49 |
| 2019-03-31 | $349k | 1.4k | 246.98 |
| 2018-12-31 | $352k | 1.4k | 249.40 |
| 2018-09-30 | $376k | 1.4k | 266.29 |
| 2017-09-30 | $202k | 1.0k | 195.93 |
| 2017-06-30 | $210k | 1.1k | 185.19 |
| 2017-03-31 | $591k | 3.6k | 163.98 |
| 2016-12-31 | $439k | 2.7k | 159.99 |
| 2016-09-30 | $413k | 2.9k | 140.05 |
| 2016-06-30 | $349k | 2.5k | 141.07 |
| 2016-03-31 | $334k | 2.6k | 128.76 |
| 2015-12-31 | $262k | 2.2k | 117.86 |
| 2015-09-30 | $281k | 2.4k | 116.02 |