Sym Financial Corporation »

UnitedHealth shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Sym Financial Corporation 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 Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 2.8k 505.83
2024-06-30 $404k 792 509.54
2024-03-31 $248k 501 494.70
2023-12-31 $305k 579 526.47
2023-09-30 $224k 445 504.19

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dow (DOW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Sym Financial Corporation

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