UnitedHealth shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $193k | 367 | 526.47 |
| 2021-12-31 | $282k | 561 | 502.67 |
| 2021-09-30 | $191k | 488 | 391.39 |
| 2021-06-30 | $195k | 488 | 399.59 |
| 2021-03-31 | $196k | 527 | 371.92 |
| 2020-12-31 | $190k | 543 | 349.91 |
| 2020-09-30 | $165k | 529 | 311.91 |
| 2020-06-30 | $173k | 585 | 295.73 |
More positions owned by Rockbridge Investment Management, LCC
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