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Steward Financial Group LLC

SEC CIK
0001906349
Latest filing
Oct 23, 2023

UNH holding history

UnitedHealth Group Inc in every 13F filed by Steward Financial 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 Q3 2023 holdings

Shares (Q3 2023)
1,695
Value
$854.0K
% of portfolio
0.3%
Quarters held
8
Since Q4 2021
Holdings of UNH by Steward Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20231,695$854.0K0.3%+23+1.4%AddedHolders
Q2 20231,672$803.0K0.3%+10+0.6%AddedHolders
Q1 20231,662$785.0K0.3%+124+8.1%AddedHolders
Q4 20221,538$815.0K0.4%+193+14.3%AddedHolders
Q3 20221,345$679.0K0.5%+223+19.9%AddedHolders
Q2 20221,122$576.0K0.5%−131−10.5%ReducedHolders
Q1 20221,253$639.0K0.6%+289+30.0%AddedHolders
Q4 2021964$484.0K0.4%–No prior filingHolders