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Edge Capital Group, LLC

SEC CIK
0001767220
Latest filing
Feb 4, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Edge Capital Group, 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 2024 holdings

Shares (Q4 2024)
2,700
Value
$1.37M
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of UNH by Edge Capital Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20242,700$1.37M0.1%+185+7.4%AddedHolders
Q3 20242,515$1.47M0.1%−559−18.2%ReducedHolders
Q2 20243,074$1.57M0.1%+5+0.2%AddedHolders
Q1 20243,069$1.52M0.1%+163+5.6%AddedHolders
Q4 20232,906$1.53M0.1%+29+1.0%AddedHolders
Q3 20232,877$1.45M0.1%+39+1.4%AddedHolders
Q2 20232,838$1.36M0.1%+608+27.3%AddedHolders
Q1 20232,230$1.05M0.1%−565−20.2%ReducedHolders
Q4 20222,795$1.48M0.1%+140+5.3%AddedHolders
Q3 20222,655$1.34M0.1%+16+0.6%AddedHolders
Q2 20222,639$1.36M0.1%−610−18.8%ReducedHolders
Q1 20223,249$1.66M0.1%−199−5.8%ReducedHolders
Q4 20213,448$1.73M0.1%+282+8.9%AddedHolders
Q3 20213,166$1.24M0.1%+370+13.2%AddedHolders
Q2 20212,796$1.12M0.1%−452−13.9%ReducedHolders
Q1 20213,248$1.21M0.1%––Holders

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