UnitedHealth shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 6.8k | 584.69 |
| 2024-06-30 | $3.4M | 6.7k | 509.25 |
| 2024-03-31 | $3.2M | 6.5k | 494.72 |
| 2023-12-31 | $3.1M | 5.9k | 526.44 |
| 2023-09-30 | $2.9M | 5.8k | 504.18 |
| 2023-06-30 | $2.7M | 5.6k | 480.64 |
| 2023-03-31 | $2.7M | 5.6k | 472.67 |
| 2022-12-31 | $2.8M | 5.4k | 530.16 |
| 2022-09-30 | $2.9M | 5.8k | 504.71 |
| 2022-06-30 | $2.9M | 5.7k | 513.57 |
| 2022-03-31 | $3.1M | 6.0k | 512.50 |
| 2021-12-31 | $2.9M | 5.8k | 502.16 |
| 2021-09-30 | $2.2M | 5.7k | 390.64 |
| 2021-06-30 | $2.2M | 5.5k | 400.70 |
| 2021-03-31 | $2.0M | 5.3k | 372.08 |
| 2020-12-31 | $1.9M | 5.3k | 350.58 |
| 2020-09-30 | $1.7M | 5.4k | 312.86 |
| 2020-06-30 | $1.6M | 5.4k | 295.04 |
| 2020-03-31 | $1.1M | 4.3k | 249.25 |
| 2019-12-31 | $791k | 2.7k | 294.16 |
More positions owned by Sugarloaf Wealth Management
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