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DFPG Investments, LLC

SEC CIK
0001504665
Latest filing
Jan 10, 2024

UNH holding history

UnitedHealth Group Inc in every 13F filed by DFPG Investments, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q4 2023 holdings

Shares (Q4 2023)
10,656
Value
$5.78M
% of portfolio
0.5%
Quarters held
12
Since Q1 2021
Holdings of UNH by DFPG Investments, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202310,656$5.78M0.5%+180+1.7%AddedHolders
Q3 202310,476$5.65M0.5%+1,551+17.4%AddedHolders
Q2 20238,925$4.50M0.4%+1,461+19.6%AddedHolders
Q1 20237,464$3.53M0.4%+1,994+36.5%AddedHolders
Q4 20225,470$2.70M0.4%+4,819+740.2%AddedHolders
Q3 2022651$348.0K0.1%+24+3.8%AddedHolders
Q2 2022627$326.0K0.1%−67−9.7%ReducedHolders
Q1 2022694$371.0K0.1%−2−0.3%ReducedHolders
Q4 2021696$322.0K0.1%+9+1.3%AddedHolders
Q3 2021687$289.0K0.1%+113+19.7%AddedHolders
Q2 2021574$240.0K0.1%−3,891−87.1%ReducedHolders
Q1 20214,465$1.65M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.