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Enterprise Bank & Trust Co

SEC CIK
0001770710
Latest filing
Jul 7, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Enterprise Bank & Trust Co, 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 2025 holdings

Shares (Q2 2025)
7,663
Value
$2.39M
% of portfolio
0.9%
Quarters held
17
Since Q1 2021
Holdings of UNH by Enterprise Bank & Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20257,663$2.39M0.9%−80−1.0%ReducedHolders
Q1 20257,743$4.06M1.6%−267−3.3%ReducedHolders
Q4 20248,010$4.05M1.3%−373−4.4%ReducedHolders
Q3 20248,383$4.90M1.6%−399−4.5%ReducedHolders
Q2 20248,782$4.47M1.5%−173−1.9%ReducedHolders
Q1 20248,955$4.43M1.5%−346−3.7%ReducedHolders
Q4 20239,301$4.90M1.7%+9,301NewHolders
Q3 20230$00.0%−9,534−100.0%Sold outHolders
Q2 20239,534$4.58M1.8%+968+11.3%AddedHolders
Q1 20238,566$4.05M1.7%−241−2.7%ReducedHolders
Q4 20228,807$4.67M2.2%+343+4.1%AddedHolders
Q3 20228,464$4.28M2.2%−47−0.6%ReducedHolders
Q2 20228,511$4.37M2.0%−1,160−12.0%ReducedHolders
Q1 20229,671$4.93M1.9%−793−7.6%ReducedHolders
Q4 202110,464$5.25M1.8%−22−0.2%ReducedHolders
Q3 202110,486$4.10M1.6%−295−2.7%ReducedHolders
Q2 202110,781$4.32M1.7%−679−5.9%ReducedHolders
Q1 202111,460$4.26M1.8%––Holders

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