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UnitedHealth shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 8.1k 526.48
2023-09-30 $4.0M 7.9k 504.20
2023-06-30 $4.1M 8.5k 480.65
2023-03-31 $2.6M 5.6k 472.60
2022-12-31 $2.7M 5.2k 530.19
2022-09-30 $1.7M 3.5k 505.06
2022-06-30 $1.6M 3.0k 513.58
2022-03-31 $915k 1.8k 510.03
2021-12-31 $670k 1.3k 502.25
2021-09-30 $413k 1.1k 390.36
2021-06-30 $350k 874 400.46
2021-03-31 $317k 852 372.07
2020-12-31 $334k 953 350.47
2020-09-30 $781k 2.2k 354.52
2020-06-30 $330k 1.1k 295.17
2019-12-31 $331k 1.1k 294.22
2018-12-31 $672k 2.7k 249.26
2018-09-30 $7.1M 27k 266.04
2018-06-30 $1.3M 5.4k 245.33
2018-03-31 $6.2M 6.2M 1.00
2017-12-31 $7.7M 32k 239.74