UnitedHealth shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.2M | 12k | 584.67 |
| 2024-06-30 | $6.2M | 12k | 509.25 |
| 2023-12-31 | $6.5M | 12k | 526.46 |
| 2023-09-30 | $6.1M | 12k | 504.19 |
| 2023-06-30 | $5.8M | 12k | 480.65 |
| 2023-03-31 | $5.7M | 12k | 472.57 |
| 2022-12-31 | $6.3M | 12k | 530.18 |
| 2022-09-30 | $6.2M | 12k | 505.07 |
| 2022-06-30 | $5.8M | 11k | 513.61 |
| 2022-03-31 | $5.7M | 11k | 509.95 |
| 2021-12-31 | $5.3M | 11k | 502.14 |
| 2021-06-30 | $2.7M | 6.6k | 405.99 |
| 2021-03-31 | $2.5M | 6.6k | 372.12 |
| 2020-12-31 | $2.3M | 6.4k | 350.69 |
| 2020-09-30 | $2.0M | 6.4k | 311.78 |
| 2020-06-30 | $1.8M | 6.1k | 294.91 |
| 2020-03-31 | $1.4M | 5.6k | 249.28 |
| 2019-12-31 | $1.7M | 5.7k | 293.99 |
| 2019-09-30 | $1.0M | 5.4k | 185.95 |
| 2019-06-30 | $1.3M | 5.5k | 243.94 |
| 2019-03-31 | $1.3M | 5.1k | 247.16 |
| 2018-12-31 | $1.0M | 4.2k | 249.04 |
| 2018-09-30 | $1.0M | 3.9k | 266.11 |
| 2018-06-30 | $1.5M | 6.3k | 245.32 |
| 2018-03-31 | $1.4M | 6.5k | 214.01 |
| 2017-12-31 | $1.6M | 7.3k | 220.40 |
More positions owned by Lake Street Advisors Group
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