UnitedHealth shares owned by Sage Investment Advisers
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sage Investment Advisers
from 13F filings
Historical chart of Sage Investment Advisers investment in UnitedHealth
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All positions including UnitedHealth held by Sage Investment Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Sage Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $201k | 407 | 494.70 |
| 2023-12-31 | $214k | 407 | 526.47 |
| 2023-09-30 | $205k | 407 | 504.19 |
| 2023-03-31 | $216k | 457 | 472.59 |
| 2022-12-31 | $269k | 507 | 530.18 |
| 2022-09-30 | $307k | 607 | 505.77 |
| 2022-06-30 | $312k | 607 | 514.00 |
| 2022-03-31 | $306k | 600 | 510.00 |
| 2021-12-31 | $301k | 600 | 501.67 |