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UnitedHealth shares owned by Schechter Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Schechter Investment Advisors from 13F filings

Historical chart of Schechter Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 21k 494.70
2023-12-31 $7.9M 15k 526.47
2023-09-30 $7.8M 16k 504.19
2023-06-30 $7.2M 15k 480.64
2023-03-31 $6.9M 15k 472.59
2022-12-31 $8.5M 16k 530.18
2022-09-30 $7.9M 16k 502.67
2022-06-30 $8.2M 16k 513.37
2022-03-31 $8.4M 17k 508.98
2021-12-31 $8.3M 17k 502.92