UnitedHealth shares owned by Lee Financial
Historical chart of Lee Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 3.1k | 526.47 |
| 2023-09-30 | $1.6M | 3.1k | 504.19 |
| 2023-06-30 | $1.6M | 3.3k | 480.65 |
| 2023-03-31 | $1.5M | 3.2k | 472.59 |
| 2022-12-31 | $2.6M | 4.8k | 530.18 |
| 2022-09-30 | $2.4M | 4.8k | 503.76 |
| 2022-06-30 | $2.4M | 4.8k | 510.87 |
| 2022-03-31 | $2.4M | 4.7k | 509.94 |
| 2021-12-31 | $2.7M | 5.4k | 502.07 |
| 2021-09-30 | $2.4M | 6.1k | 390.69 |
| 2021-06-30 | $2.4M | 6.1k | 400.44 |
| 2021-03-31 | $2.3M | 6.2k | 372.00 |
| 2020-12-31 | $2.2M | 6.3k | 350.68 |
| 2020-09-30 | $2.0M | 6.3k | 311.84 |
| 2020-06-30 | $1.9M | 6.3k | 294.95 |
| 2020-03-31 | $1.8M | 7.1k | 249.32 |
| 2019-12-31 | $2.1M | 7.1k | 294.01 |
| 2019-09-30 | $1.5M | 7.0k | 217.31 |
| 2019-06-30 | $1.7M | 7.0k | 244.04 |
| 2019-03-31 | $1.7M | 7.1k | 247.23 |
| 2018-12-31 | $1.4M | 5.5k | 249.03 |
| 2018-09-30 | $12k | 44 | 272.73 |
| 2018-06-30 | $91k | 369 | 246.15 |
| 2018-03-31 | $78k | 366 | 214.29 |
| 2017-12-31 | $89k | 404 | 220.30 |
| 2017-09-30 | $36k | 185 | 194.59 |
| 2017-06-30 | $34k | 185 | 183.78 |