St. James Investment Advisors »

UnitedHealth shares owned by St. James Investment Advisors

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

Historical chart of St. James Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by St. James Investment Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $77k 146 530.18
2022-09-30 $44k 88 500.00
2022-06-30 $39k 76 513.16
2021-12-31 $83k 166 500.00

More positions owned by St. James Investment Advisors

Vanguard Short-Term Bond Short Trm Bond (BSV)
Vanguard Short-Term Infl-Prot Secs Strm Infproidx (VTIP)
Vanguard Short-Term Corp. Bond Shrt Trm Corp Bd (VCSH)
SPDR Blmbg Barclays 1-3 Mth T-Bill Bloomberg 1-3 Mo (BIL)
Vanguard Mortgage-Backed Secs Mtg-bkd Secs Etf (VMBS)
Lockheed Martin Corporation (LMT)
Pepsi (PEP)
Pfizer (PFE)
Cisco Systems (CSCO)
Microsoft Corporation (MSFT)
Verizon Communications (VZ)
Johnson & Johnson (JNJ)
Comcast Corp. Cl A (CMCSA)
Coca-Cola Company (KO)
Enbridge (ENB)

View all positions for St. James Investment Advisors

Top funds holding UnitedHealth

BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth