LVZ Advisors »

UnitedHealth shares owned by LVZ Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LVZ Advisors from 13F filings

Historical chart of LVZ Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 618 494.31
2023-12-31 $538k 1.0k 526.22
2023-06-30 $366k 761 480.39
2023-03-31 $360k 762 472.34
2022-12-31 $404k 762 529.90
2022-09-30 $385k 762 505.25
2022-06-30 $409k 796 513.82
2022-03-31 $379k 743 510.09
2021-12-31 $372k 741 502.02
2021-09-30 $289k 739 391.07
2021-06-30 $295k 737 400.27
2021-03-31 $273k 735 371.43
2020-12-31 $257k 733 350.61
2020-09-30 $228k 730 312.33
2019-12-31 $212k 722 293.63
2019-03-31 $201k 814 246.93
2018-09-30 $213k 781 272.73