UnitedHealth shares owned by Waterloo Capital
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in UnitedHealth
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All positions including UnitedHealth held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.0M | 7.9k | 509.26 |
| 2024-03-31 | $3.4M | 7.0k | 494.67 |
| 2023-09-30 | $1.4M | 2.8k | 504.21 |
| 2023-06-30 | $1.2M | 2.4k | 480.66 |
| 2023-03-31 | $1.3M | 2.7k | 472.68 |
| 2020-03-31 | $841k | 3.4k | 249.33 |