SEC 13F Intelligence

Rothschild & Co Asset Management US Inc. / UNH

Rothschild & Co Asset Management US Inc.’s Unitedhealth Group Inc Position

Does Rothschild & Co Asset Management US Inc. own Unitedhealth Group Inc (UNH)? Yes218.4K shares worth $116M (+1.76% of its 13F portfolio) as of Q4 2022, up from 215.5K shares the prior filed quarter.

Position Value
$116M
Q4 2022
Shares
218.4K
% of Portfolio
+1.76%
Quarters Held
17
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $58MQ4 ’18Q1 ’19: $50MQ2 ’19: $50MQ3 ’19: $43MQ3 ’19Q4 ’19: $57MQ1 ’20: $46MQ2 ’20: $50MQ2 ’20Q3 ’20: $33MQ4 ’20: $87MQ1 ’21: $95MQ1 ’21Q2 ’21: $174MQ3 ’21: $167MQ4 ’21: $211MQ4 ’21Q1 ’22: $221MQ2 ’22: $118MQ3 ’22: $109MQ3 ’22Q4 ’22: $116Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022218.4K$116M+1.76%
Q3 2022215.5K$109M+1.86%
Q2 2022230.0K$118M+1.81%
Q1 2022433.0K$221M+2.82%
Q4 2021421.2K$211M+2.48%
Q3 2021428.6K$167M+2.08%
Q2 2021434.6K$174M+2.06%
Q1 2021255.9K$95M+1.17%
Q4 2020248.0K$87M+1.12%
Q3 2020106.4K$33M+0.60%
Q2 2020167.9K$50M+0.73%
Q1 2020183.8K$46M+0.71%
Q4 2019193.8K$57M+0.59%
Q3 2019197.5K$43M+0.46%
Q2 2019203.2K$50M+0.53%
Q1 2019201.0K$50M+0.53%
Q4 2018233.0K$58M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of UNH.