UnitedHealth shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in UnitedHealth
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All positions including UnitedHealth held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 3.3k | 505.90 |
| 2024-09-30 | $6.1M | 10k | 584.70 |
| 2024-06-30 | $4.6M | 9.4k | 494.71 |
| 2024-03-31 | $4.6M | 9.4k | 494.71 |
| 2023-12-31 | $5.0M | 9.6k | 526.45 |
| 2023-09-30 | $4.6M | 9.2k | 504.18 |
| 2023-06-30 | $4.4M | 9.2k | 480.63 |
| 2023-03-31 | $3.7M | 7.5k | 488.76 |
| 2022-12-31 | $3.7M | 7.6k | 485.79 |
| 2022-09-30 | $4.2M | 8.3k | 505.00 |
| 2022-06-30 | $1.7M | 3.4k | 513.58 |
| 2022-03-31 | $1.7M | 3.2k | 510.02 |
| 2021-12-31 | $1.6M | 3.3k | 501.99 |
| 2021-09-30 | $1.4M | 3.5k | 390.83 |
| 2021-06-30 | $1.4M | 3.6k | 400.39 |
| 2021-03-31 | $1.3M | 3.4k | 372.08 |
| 2020-12-31 | $1.2M | 3.4k | 350.76 |
| 2020-09-30 | $1.0M | 3.3k | 311.79 |
| 2020-06-30 | $991k | 3.4k | 294.94 |
| 2020-03-31 | $805k | 3.2k | 249.23 |
| 2019-12-31 | $961k | 3.3k | 293.97 |
| 2019-09-30 | $798k | 3.7k | 217.26 |
| 2019-06-30 | $935k | 3.8k | 244.13 |
| 2019-03-31 | $975k | 3.9k | 247.27 |
| 2018-12-31 | $949k | 3.8k | 249.21 |
| 2018-09-30 | $915k | 3.4k | 266.07 |
| 2018-06-30 | $822k | 3.3k | 245.45 |
| 2018-03-31 | $726k | 3.4k | 214.03 |
| 2017-12-31 | $811k | 3.7k | 220.38 |
| 2017-09-30 | $726k | 3.7k | 195.95 |
| 2017-06-30 | $770k | 4.2k | 185.50 |
| 2017-03-31 | $667k | 4.1k | 164.00 |
| 2016-12-31 | $685k | 4.3k | 159.97 |
| 2016-09-30 | $596k | 4.3k | 140.04 |
| 2016-06-30 | $522k | 3.7k | 141.27 |
| 2016-03-31 | $544k | 4.2k | 128.88 |
| 2015-12-31 | $841k | 7.1k | 117.70 |
| 2015-09-30 | $785k | 6.8k | 116.07 |
| 2015-06-30 | $1.0M | 8.4k | 121.96 |
| 2015-03-31 | $1.2M | 9.7k | 118.24 |
| 2014-12-31 | $906k | 9.0k | 101.08 |