Ownership history in Summa Corp. · 8 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,250 | — | 0% | 0.19% | $432K | $340.35 |
| 2025 Q2 | REDUCED | 1,250 | -235 | -15.8% | 0.20% | $390K | $305.57 |
| 2025 Q1 | ADDED | 1,485 | +35 | +2.4% | 0.45% | $778K | $509.39 |
| 2024 Q4 | REDUCED | 1,450 | -47 | -3.1% | 0.36% | $733K | $489.89 |
| 2024 Q3 | ADDED | 1,497 | +247 | +19.8% | 0.42% | $875K | $564.06 |
| 2024 Q2 | UNCHANGED | 1,250 | — | 0% | 0.31% | $637K | $489.57 |
| 2024 Q1 | ADDED | 1,250 | +300 | +31.6% | 0.34% | $618K | $473.56 |
| 2023 Q4 | INITIATED | 950 | — | — | 0.35% | $500K | — |
As of 2025 Q4 — sorted by position size