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Private Ocean, LLC

SEC CIK
0001601742
Latest filing
Jul 30, 2024

UNH holding history

UnitedHealth Group Inc in every 13F filed by Private Ocean, 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 Q2 2024 holdings

Shares (Q2 2024)
975
Value
$496.5K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of UNH by Private Ocean, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2024975$496.5K<0.1%+47+5.1%AddedHolders
Q1 2024928$458.9K<0.1%+4+0.4%AddedHolders
Q4 2023924$486.6K<0.1%00.0%UnchangedHolders
Q3 2023924$465.8K0.1%−348−27.4%ReducedHolders
Q2 20231,272$611.6K0.1%+344+37.1%AddedHolders
Q1 2023928$438.6K0.1%−6−0.6%ReducedHolders
Q4 2022934$495.1K0.1%+105+12.7%AddedHolders
Q3 2022829$418.0K0.1%00.0%UnchangedHolders
Q2 2022829$425.0K0.1%−44−5.0%ReducedHolders
Q1 2022873$445.0K0.1%+1+0.1%AddedHolders
Q4 2021872$438.0K0.1%00.0%UnchangedHolders
Q3 2021872$341.0K<0.1%−128−12.8%ReducedHolders
Q2 20211,000$400.0K0.1%+138+16.0%AddedHolders
Q1 2021862$321.0K0.1%––Holders

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