UnitedHealth shares owned by Summit Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $275k | 556 | 494.70 |
| 2023-12-31 | $293k | 556 | 526.47 |
| 2023-09-30 | $303k | 601 | 504.19 |
| 2023-06-30 | $289k | 601 | 480.64 |
| 2023-03-31 | $284k | 601 | 472.59 |
| 2022-12-31 | $345k | 651 | 529.95 |
| 2022-09-30 | $329k | 651 | 505.38 |
| 2022-06-30 | $334k | 651 | 513.06 |
| 2022-03-31 | $383k | 751 | 509.98 |
| 2021-12-31 | $378k | 751 | 502.72 |
| 2021-09-30 | $332k | 851 | 390.17 |
| 2021-06-30 | $341k | 851 | 400.92 |
| 2021-03-31 | $320k | 862 | 371.60 |
| 2020-12-31 | $307k | 877 | 350.07 |
| 2020-09-30 | $273k | 877 | 311.67 |
| 2020-06-30 | $259k | 877 | 295.42 |
| 2020-03-31 | $219k | 877 | 249.63 |
| 2019-12-31 | $258k | 877 | 294.63 |