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UnitedHealth shares owned by Shone Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Shone Asset Management from 13F filings

Historical chart of Shone Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Shone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Shone Asset Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $446k 1.3k 349.80
2020-09-30 $414k 1.3k 324.71
2020-06-30 $426k 1.4k 303.20
2020-03-31 $415k 1.4k 288.60

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Flexshares Tr Intl Qltdv Idx (IQDF)
Flexshares Tr Qualt Divd Idx (QDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Flexshares Tr Ready Acc Vari (RAVI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Philip Morris International (PM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Shone Asset Management

Top funds holding UnitedHealth

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T. Rowe Price Associates
Wellington Management Company
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Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
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Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth