UnitedHealth shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 7.6k | 494.70 |
| 2023-12-31 | $3.3M | 6.4k | 526.47 |
| 2023-09-30 | $3.0M | 5.9k | 504.19 |
| 2023-06-30 | $2.8M | 5.8k | 480.64 |
| 2023-03-31 | $2.5M | 5.4k | 472.59 |
| 2022-12-31 | $3.1M | 5.9k | 530.18 |
| 2022-09-30 | $439k | 870 | 504.60 |
| 2022-06-30 | $436k | 848 | 514.15 |
| 2022-03-31 | $393k | 770 | 510.39 |
| 2021-12-31 | $275k | 548 | 501.82 |
| 2021-09-30 | $194k | 497 | 390.34 |
| 2021-06-30 | $199k | 497 | 400.40 |