UnitedHealth shares owned by Summit Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $220k | 418 | 526.47 |
| 2023-09-30 | $211k | 418 | 504.19 |
| 2023-06-30 | $201k | 418 | 480.64 |
| 2023-03-31 | $201k | 426 | 472.59 |
| 2022-12-31 | $226k | 426 | 530.18 |
| 2022-09-30 | $215k | 426 | 504.69 |
| 2022-06-30 | $204k | 397 | 513.85 |
| 2022-03-31 | $233k | 456 | 510.96 |
| 2021-12-31 | $229k | 456 | 502.19 |
| 2021-03-31 | $241k | 649 | 371.34 |
| 2020-12-31 | $222k | 632 | 351.27 |