UNH UNITEDHEALTH GROUP INC

Ownership history in SHAYNE & JACOBS, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which SHAYNE & JACOBS, LLC reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2024 Q3)
Avg. % of fund
1.0%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 7,515 0% 0.75% $2.5M $327.56
2025 Q3 REDUCED 7,515 -35 -0.5% 0.80% $2.6M $340.35
2025 Q2 REDUCED 7,550 -90 -1.2% 0.78% $2.4M $305.57
2025 Q1 REDUCED 7,640 -14 -0.2% 0.98% $4.0M $509.39
2024 Q4 REDUCED 7,654 -330 -4.1% 1.01% $3.9M $489.89
2024 Q3 UNCHANGED 7,984 0% 1.17% $4.7M $564.06
2024 Q2 ADDED 7,984 +175 +2.2% 1.13% $4.1M $489.57
2024 Q1 ADDED 7,809 +885 +12.8% 1.05% $3.9M $473.56
2023 Q4 REDUCED 6,924 -23 -0.3% 1.13% $3.6M $501.99
2023 Q3 INITIATED 6,947 1.17% $3.5M
% of Fund (quarterly)    UNH price (monthly, adj. close)
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