Carroll Financial Associates »

UnitedHealth shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial Associates investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Carroll Financial Associates 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.4M 2.7k 499.45
2021-09-30 $1.1M 2.8k 390.64
2021-06-30 $1.1M 2.8k 400.15
2021-03-31 $1.2M 3.2k 371.76
2020-12-31 $1.1M 3.2k 350.63
2020-09-30 $988k 3.2k 311.67
2020-06-30 $912k 3.1k 294.67
2020-03-31 $650k 2.6k 249.33
2019-12-31 $694k 2.4k 293.57
2019-09-30 $515k 2.4k 217.02
2019-06-30 $615k 2.5k 243.66
2019-03-31 $430k 1.7k 247.13
2018-12-31 $422k 1.8k 239.91
2018-09-30 $462k 1.7k 265.67
2018-06-30 $432k 1.8k 244.90
2018-03-31 $330k 1.5k 213.73
2017-12-31 $348k 1.6k 219.97
2017-09-30 $316k 1.6k 197.50
2017-06-30 $332k 1.8k 184.96
2017-03-31 $305k 1.9k 163.71
2016-12-31 $247k 1.5k 159.56
2016-09-30 $260k 1.9k 139.94
2016-06-30 $247k 1.8k 141.14
2016-03-31 $199k 1.6k 128.39
2015-12-31 $191k 1.6k 117.11
2015-09-30 $157k 1.3k 117.96
2015-06-30 $169k 1.4k 121.67
2015-03-31 $96k 810 118.52
2014-12-31 $87k 810 107.41
2014-09-30 $39k 410 95.12
2014-06-30 $27k 334 80.84
2014-03-31 $27k 324 83.33
2013-12-31 $23k 310 74.19
2013-09-30 $22k 310 70.97
2013-06-30 $310 20 15.50
2012-12-31 $17k 310 54.24

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth