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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bartlett & Co. 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)
165,132
Value
$86.7M
% of portfolio
1.4%
Quarters held
12
Since Q1 2021
Holdings of UNH by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023165,132$86.7M1.4%+779+0.5%AddedHolders
Q3 2023164,353$82.9M1.5%+8,873+5.7%AddedHolders
Q2 2023155,480$74.7M1.3%+26,778+20.8%AddedHolders
Q1 2023128,702$60.8M1.2%+4,823+3.9%AddedHolders
Q4 2022123,879$65.7M1.3%+3,294+2.7%AddedHolders
Q3 2022120,585$60.9M1.3%+2,048+1.7%AddedHolders
Q2 2022118,537$60.9M1.2%−1,227−1.0%ReducedHolders
Q1 2022119,764$61.1M1.1%−3,786−3.1%ReducedHolders
Q4 2021123,550$62.0M1.1%+3,644+3.0%AddedHolders
Q3 2021119,906$46.9M0.9%+901+0.8%AddedHolders
Q2 2021119,005$47.7M0.9%+1,404+1.2%AddedHolders
Q1 2021117,601$43.8M0.9%––Holders

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