UnitedHealth shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $68M | 113k | 605.40 |
| 2024-06-30 | $44M | 86k | 509.26 |
| 2024-03-31 | $42M | 84k | 494.70 |
| 2023-12-31 | $44M | 84k | 526.47 |
| 2023-09-30 | $42M | 82k | 504.19 |
| 2023-06-30 | $36M | 76k | 480.64 |
| 2023-03-31 | $29M | 62k | 472.59 |
| 2022-12-31 | $40M | 76k | 530.18 |
| 2022-09-30 | $35M | 70k | 505.04 |
| 2022-06-30 | $47M | 92k | 513.63 |
| 2022-03-31 | $45M | 87k | 509.97 |
| 2021-12-31 | $39M | 77k | 502.13 |
| 2021-09-30 | $29M | 74k | 391.10 |
| 2021-06-30 | $8.0M | 20k | 400.45 |
| 2021-03-31 | $6.3M | 17k | 372.08 |
| 2020-12-31 | $4.7M | 13k | 350.71 |
| 2020-09-30 | $3.5M | 11k | 311.78 |
| 2020-06-30 | $2.4M | 8.1k | 294.97 |
| 2020-03-31 | $260k | 1.0k | 249.04 |
| 2019-12-31 | $610k | 2.1k | 294.12 |
| 2019-09-30 | $11k | 49 | 224.49 |
| 2019-06-30 | $19k | 78 | 243.59 |
| 2019-03-31 | $19k | 76 | 250.00 |
| 2018-12-31 | $19k | 76 | 250.00 |
| 2018-09-30 | $22k | 83 | 265.06 |
| 2018-06-30 | $24k | 98 | 244.90 |
| 2018-03-31 | $21k | 98 | 214.29 |
| 2017-12-31 | $901k | 4.1k | 220.40 |
| 2017-09-30 | $811k | 4.1k | 195.89 |
| 2017-06-30 | $758k | 4.1k | 185.51 |
| 2017-03-31 | $670k | 4.1k | 163.89 |
| 2016-12-31 | $6.0k | 35 | 171.43 |
| 2016-03-31 | $783k | 6.0k | 129.68 |
| 2015-12-31 | $1.3M | 11k | 117.68 |
| 2015-09-30 | $3.7M | 32k | 115.98 |
| 2015-06-30 | $2.0M | 17k | 122.01 |
| 2015-03-31 | $1.0M | 8.5k | 118.24 |
| 2014-12-31 | $81k | 799 | 101.38 |
| 2013-12-31 | $124k | 1.9k | 65.68 |
| 2013-09-30 | $135k | 1.9k | 71.50 |
| 2013-06-30 | $124k | 1.9k | 65.68 |
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