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UnitedHealth shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in UnitedHealth

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All positions including UnitedHealth held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 611 584.68
2024-06-30 $250k 490 509.26
2024-03-31 $249k 503 494.70
2023-12-31 $251k 483 519.39
2023-09-30 $182k 360 504.19
2023-06-30 $168k 350 480.64
2023-03-31 $156k 331 472.59
2022-12-31 $172k 325 530.18
2022-09-30 $343k 680 504.41
2022-06-30 $156k 303 514.85
2022-03-31 $33k 65 507.69
2021-12-31 $33k 65 507.69
2021-09-30 $16k 42 380.95
2021-06-30 $17k 42 404.76
2021-03-31 $16k 42 380.95
2020-12-31 $15k 42 357.14
2020-09-30 $6.0k 18 333.33
2020-06-30 $91k 308 295.45
2020-03-31 $1.0M 4.1k 249.39
2019-12-31 $1.2M 4.2k 294.06
2019-09-30 $962k 4.4k 217.35
2019-06-30 $1.1M 4.5k 244.01
2019-03-31 $1.1M 4.5k 247.34
2018-12-31 $1.3M 5.1k 249.16
2018-09-30 $1.4M 5.3k 266.01
2018-06-30 $1.3M 5.3k 245.29
2018-03-31 $1.1M 5.3k 214.02
2017-12-31 $1.2M 5.5k 220.37
2017-09-30 $1.1M 5.5k 195.82
2017-06-30 $1.0M 5.5k 185.45
2017-03-31 $902k 5.5k 164.00
2016-12-31 $944k 5.9k 160.00
2016-09-30 $891k 6.4k 139.98
2016-06-30 $899k 6.4k 141.24
2016-03-31 $820k 6.4k 128.83
2015-12-31 $749k 6.4k 117.67
2015-09-30 $738k 6.4k 115.95
2015-06-30 $777k 6.4k 122.07
2015-03-31 $753k 6.4k 118.30
2014-12-31 $643k 6.4k 101.02
2014-09-30 $549k 6.4k 86.25
2014-06-30 $520k 6.4k 81.70
2014-03-31 $522k 6.4k 82.01
2013-12-31 $479k 6.4k 75.26
2013-09-30 $456k 6.4k 71.64
2013-06-30 $417k 6.4k 65.51
2013-03-31 $364k 6.4k 57.19
2012-12-31 $345k 6.4k 54.20