UnitedHealth shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $753k | 1.4k | 545.65 |
| 2021-12-31 | $708k | 1.4k | 502.48 |
| 2021-09-30 | $589k | 1.5k | 390.58 |
| 2021-06-30 | $506k | 1.3k | 400.32 |
| 2021-03-31 | $326k | 876 | 372.15 |
| 2020-12-31 | $503k | 1.4k | 351.01 |
| 2020-09-30 | $424k | 1.4k | 311.54 |
| 2020-06-30 | $391k | 1.3k | 295.09 |
| 2020-03-31 | $346k | 1.4k | 249.46 |
| 2019-12-31 | $391k | 1.3k | 293.98 |
| 2019-09-30 | $282k | 1.3k | 217.26 |
| 2019-06-30 | $347k | 1.4k | 244.19 |
| 2019-03-31 | $324k | 1.3k | 247.14 |
| 2018-12-31 | $327k | 1.3k | 249.43 |
| 2018-09-30 | $349k | 1.3k | 266.21 |
| 2018-06-30 | $97k | 395 | 245.57 |
| 2018-03-31 | $102k | 478 | 213.39 |
| 2017-12-31 | $13k | 59 | 220.34 |
| 2017-09-30 | $1.0k | 5 | 200.00 |
| 2015-12-31 | $17k | 148 | 114.86 |
| 2015-09-30 | $20k | 170 | 117.65 |
| 2015-06-30 | $1.0k | 11 | 90.91 |
| 2015-03-31 | $20k | 170 | 117.65 |
| 2014-12-31 | $17k | 170 | 100.00 |
| 2014-09-30 | $24k | 278 | 86.33 |
| 2014-06-30 | $23k | 278 | 82.73 |
| 2014-03-31 | $10k | 119 | 84.03 |
| 2013-12-31 | $19k | 250 | 76.00 |
| 2013-09-30 | $25k | 356 | 70.22 |
| 2013-06-30 | $12k | 181 | 66.30 |