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UnitedHealth shares owned by Phoenix Holdings

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phoenix Holdings from 13F filings

Historical chart of Phoenix Holdings investment in UnitedHealth

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All positions including UnitedHealth held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 21k 593.01
2023-09-30 $11M 22k 505.03
2023-06-30 $9.0M 19k 481.66
2023-03-31 $6.1M 13k 473.73
2022-12-31 $3.3M 6.3k 530.18
2022-09-30 $2.9M 5.7k 508.76
2022-06-30 $3.2M 6.2k 513.61
2022-03-31 $4.0M 7.8k 510.03
2021-12-31 $390k 770 506.49
2020-06-30 $345k 1.3k 273.59