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UnitedHealth shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by P.J. Schmidt Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 26k 584.67
2024-06-30 $13M 26k 509.26
2024-03-31 $13M 27k 494.70
2023-12-31 $13M 26k 503.20
2023-09-30 $14M 27k 531.62
2023-06-30 $14M 27k 510.92
2023-03-31 $13M 27k 490.46
2022-12-31 $14M 26k 530.18
2022-09-30 $14M 26k 533.74
2022-06-30 $14M 26k 535.81
2022-03-31 $13M 26k 508.53
2021-12-31 $13M 27k 472.57
2021-09-30 $12M 27k 454.65
2021-06-30 $11M 27k 417.72
2021-03-31 $11M 27k 401.56
2020-12-31 $9.1M 27k 333.59
2020-09-30 $8.7M 27k 320.52
2020-06-30 $8.5M 29k 294.96
2020-03-31 $7.5M 30k 249.37
2019-12-31 $9.1M 31k 293.99
2019-09-30 $6.8M 31k 217.34
2019-06-30 $7.5M 31k 244.02
2019-03-31 $7.4M 30k 247.26
2018-12-31 $7.1M 29k 249.12
2018-09-30 $7.5M 28k 266.03
2018-06-30 $7.0M 28k 245.34
2018-03-31 $6.1M 28k 214.00
2017-12-31 $5.9M 27k 220.46
2017-09-30 $6.1M 31k 195.84
2017-06-30 $6.0M 33k 185.44
2017-03-31 $5.5M 33k 164.02
2016-12-31 $5.5M 34k 160.03
2016-09-30 $5.0M 36k 140.01
2016-06-30 $5.0M 36k 141.19
2016-03-31 $4.7M 37k 128.89
2015-12-31 $4.4M 37k 117.65
2015-09-30 $4.1M 35k 116.02
2015-06-30 $4.0M 33k 121.99
2015-03-31 $3.7M 31k 118.28
2014-12-31 $2.5M 25k 101.09
2014-09-30 $2.2M 26k 86.23
2014-06-30 $2.1M 25k 81.74
2014-03-31 $2.1M 25k 82.01
2013-12-31 $1.9M 25k 75.30
2013-09-30 $1.7M 24k 71.61
2013-06-30 $1.6M 24k 65.47
2013-03-31 $1.4M 25k 57.22