UnitedHealth shares owned by Lakewood Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lakewood Asset Management
from 13F filings
Historical chart of Lakewood Asset Management investment in UnitedHealth
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All positions including UnitedHealth held by Lakewood Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Lakewood Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 563 | 584.69 |
| 2024-06-30 | $286k | 562 | 508.91 |
| 2024-03-31 | $277k | 560 | 494.69 |
| 2023-12-31 | $294k | 559 | 526.05 |
| 2023-09-30 | $281k | 557 | 504.42 |
| 2023-06-30 | $267k | 556 | 480.46 |
| 2023-03-31 | $262k | 554 | 472.88 |
| 2022-12-31 | $293k | 553 | 529.84 |