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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
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