UnitedHealth shares owned by Lewis Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lewis Asset Management
from 13F filings
Historical chart of Lewis Asset Management investment in UnitedHealth
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All positions including UnitedHealth held by Lewis Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Lewis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $687k | 1.2k | 584.56 |
| 2024-06-30 | $566k | 1.1k | 509.29 |
| 2024-03-31 | $652k | 1.3k | 494.52 |
| 2023-12-31 | $857k | 1.6k | 526.50 |