UnitedHealth shares owned by Sontag Advisory
Historical chart of Sontag Advisory investment in UnitedHealth
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All positions including UnitedHealth held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.6M | 13k | 526.47 |
| 2023-09-30 | $6.2M | 12k | 504.19 |
| 2023-06-30 | $5.4M | 11k | 480.65 |
| 2023-03-31 | $5.4M | 12k | 472.61 |
| 2022-12-31 | $8.1M | 15k | 530.17 |
| 2022-09-30 | $5.3M | 11k | 505.05 |
| 2022-06-30 | $5.4M | 10k | 513.65 |
| 2022-03-31 | $4.0M | 7.8k | 509.99 |
| 2021-12-31 | $6.2M | 12k | 502.12 |
| 2021-09-30 | $5.1M | 13k | 390.73 |
| 2021-06-30 | $3.5M | 8.8k | 400.41 |
| 2021-03-31 | $8.8M | 24k | 372.09 |
| 2020-12-31 | $7.7M | 22k | 350.67 |
| 2020-09-30 | $3.4M | 11k | 311.75 |
| 2020-06-30 | $1.7M | 5.6k | 294.87 |
| 2020-03-31 | $5.8M | 23k | 249.36 |
| 2019-12-31 | $952k | 3.2k | 294.01 |
| 2019-09-30 | $570k | 2.6k | 217.39 |
| 2018-12-31 | $186k | 747 | 249.00 |