UnitedHealth shares owned by Sargent Investment Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 6.5k | 541.14 |
| 2024-09-30 | $2.8M | 4.7k | 584.68 |
| 2024-06-30 | $2.0M | 3.9k | 509.26 |
| 2024-03-31 | $1.4M | 2.9k | 494.70 |
| 2023-12-31 | $1.5M | 2.9k | 526.47 |
| 2023-09-30 | $1.3M | 2.6k | 504.19 |
| 2023-06-30 | $1.2M | 2.6k | 480.64 |
| 2023-03-31 | $1.1M | 2.3k | 494.19 |
| 2022-12-31 | $1.2M | 2.2k | 530.18 |
| 2022-09-30 | $1.2M | 2.2k | 519.08 |
| 2022-06-30 | $1.1M | 2.2k | 513.70 |
| 2022-03-31 | $1.1M | 2.2k | 510.05 |
| 2021-12-31 | $1.1M | 2.2k | 502.05 |
| 2021-09-30 | $857k | 2.2k | 390.79 |
| 2021-06-30 | $865k | 2.2k | 400.46 |
| 2021-03-31 | $807k | 2.2k | 372.23 |
| 2020-12-31 | $778k | 2.2k | 350.77 |
| 2020-09-30 | $927k | 3.0k | 311.81 |
| 2020-06-30 | $891k | 3.0k | 297.69 |
| 2020-03-31 | $746k | 3.0k | 249.25 |
| 2019-12-31 | $847k | 2.9k | 293.89 |
| 2019-09-30 | $615k | 2.8k | 217.47 |
| 2019-06-30 | $445k | 1.8k | 243.84 |
| 2019-03-31 | $451k | 1.8k | 247.12 |
| 2018-12-31 | $455k | 1.8k | 249.32 |