UnitedHealth shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 5.2k | 584.64 |
| 2024-06-30 | $2.4M | 4.7k | 509.22 |
| 2024-03-31 | $1.9M | 3.8k | 494.71 |
| 2023-12-31 | $2.1M | 3.9k | 526.48 |
| 2023-09-30 | $1.8M | 3.5k | 504.20 |
| 2023-06-30 | $1.5M | 3.0k | 480.64 |
| 2023-03-31 | $1.3M | 2.8k | 472.59 |
| 2022-12-31 | $900k | 1.7k | 530.18 |
| 2022-09-30 | $752k | 1.5k | 505.04 |
| 2022-06-30 | $893k | 1.7k | 513.81 |
| 2022-03-31 | $1.3M | 2.5k | 509.92 |
| 2021-12-31 | $1.2M | 2.4k | 502.07 |
| 2021-09-30 | $857k | 2.2k | 390.61 |
| 2021-06-30 | $866k | 2.2k | 400.37 |
| 2021-03-31 | $627k | 1.7k | 371.89 |
| 2020-12-31 | $463k | 1.3k | 350.49 |