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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

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All positions including UnitedHealth held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Eli Lilly & Co. (LLY)
PIMCO Corporate Opportunity Fund (PTY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sym Financial Corporation

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth