UnitedHealth shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.5M | 8.9k | 504.16 |
| 2023-06-30 | $4.3M | 8.8k | 480.67 |
| 2023-03-31 | $4.2M | 8.8k | 472.61 |
| 2022-12-31 | $4.5M | 8.6k | 530.21 |
| 2022-09-30 | $4.6M | 9.2k | 505.08 |
| 2022-06-30 | $5.2M | 10k | 513.65 |
| 2022-03-31 | $5.1M | 10k | 509.95 |
| 2021-12-31 | $4.8M | 9.5k | 502.15 |
| 2021-09-30 | $4.3M | 11k | 390.75 |
| 2021-06-30 | $3.0M | 7.5k | 400.48 |
| 2021-03-31 | $9.0M | 24k | 372.06 |
| 2020-12-31 | $8.9M | 25k | 350.68 |
| 2020-09-30 | $7.3M | 23k | 311.77 |
| 2020-06-30 | $7.2M | 24k | 294.93 |
| 2020-03-31 | $7.8M | 31k | 249.39 |
| 2019-12-31 | $8.7M | 32k | 272.45 |
| 2019-09-30 | $8.8M | 35k | 255.25 |
| 2019-06-30 | $1.2M | 4.7k | 246.51 |
| 2019-03-31 | $2.3M | 9.3k | 247.23 |
| 2018-12-31 | $1.1M | 4.2k | 257.08 |
| 2018-09-30 | $1.3M | 4.8k | 274.72 |
| 2018-06-30 | $1.3M | 5.4k | 245.33 |
| 2018-03-31 | $2.0M | 9.5k | 214.00 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors