UnitedHealth shares owned by Union Heritage Capital
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in UnitedHealth
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All positions including UnitedHealth held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $3.8M | 7.9k | 480.63 |
| 2023-03-31 | $3.7M | 7.9k | 472.53 |
| 2022-12-31 | $4.2M | 7.9k | 530.13 |
| 2022-09-30 | $4.0M | 7.9k | 505.06 |
| 2022-06-30 | $4.1M | 7.9k | 513.67 |
| 2022-03-31 | $4.0M | 7.9k | 510.00 |
| 2021-12-31 | $4.0M | 8.0k | 502.13 |
| 2021-09-30 | $3.1M | 8.0k | 390.75 |
| 2021-06-30 | $3.2M | 8.0k | 400.38 |
| 2021-03-31 | $3.0M | 8.0k | 372.07 |