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UnitedHealth shares owned by Lenox Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lenox Wealth Management from 13F filings

Historical chart of Lenox Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Lenox Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $132k 448 294.64
2020-03-31 $62k 251 247.01
2019-12-31 $51k 175 291.43
2019-09-30 $90k 418 215.31
2019-06-30 $101k 414 243.96
2019-03-31 $101k 407 248.16
2018-12-31 $55k 219 251.14
2018-09-30 $49k 184 266.30
2018-06-30 $30k 123 243.90
2018-03-31 $27k 129 209.30
2017-12-31 $27k 121 223.14
2017-09-30 $30k 154 194.81
2017-06-30 $25k 135 185.19