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UnitedHealth shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 362 584.68
2024-03-31 $204k 413 494.70
2023-12-31 $236k 449 526.47
2023-09-30 $244k 483 504.19
2023-06-30 $234k 487 480.64
2023-03-31 $232k 491 472.59
2022-12-31 $246k 463 530.18

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View all positions for Lifestyle Asset Management

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