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UnitedHealth shares owned by Lountzis Asset Management

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

Historical chart of Lountzis Asset Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Lountzis Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 11k 584.68
2024-06-30 $5.8M 11k 509.26
2024-03-31 $5.7M 12k 494.70
2023-12-31 $6.1M 12k 526.47
2023-09-30 $5.8M 12k 504.15
2023-06-30 $5.9M 12k 510.89
2023-03-31 $5.9M 13k 472.59
2022-12-31 $5.5M 12k 475.17
2022-09-30 $5.9M 12k 504.98
2022-06-30 $6.1M 12k 513.59
2022-03-31 $6.2M 12k 509.97
2021-12-31 $6.1M 12k 502.14
2021-09-30 $4.7M 12k 390.74
2021-06-30 $4.9M 12k 400.35
2021-03-31 $4.6M 12k 372.04
2020-12-31 $4.4M 13k 350.69
2020-09-30 $3.9M 13k 311.79
2020-06-30 $3.7M 13k 294.97