SEC 13F Intelligence

Waddell & Reed Financial Inc / UNH

Waddell & Reed Financial Inc’s Unitedhealth Group Inc Position

Does Waddell & Reed Financial Inc own Unitedhealth Group Inc (UNH)? Yes — 1.24M shares worth $462M (+0.95% of its 13F portfolio) as of Q1 2021, up from 1.22M shares the prior filed quarter.

Position Value
$462M
Q1 2021
Shares
1.24M
% of Portfolio
+0.95%
Quarters Held
10
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $519MQ4 ’18Q1 ’19: $372MQ2 ’19: $236MQ2 ’19Q3 ’19: $171MQ4 ’19: $240MQ4 ’19Q1 ’20: $236MQ2 ’20: $321MQ2 ’20Q3 ’20: $345MQ4 ’20: $427MQ4 ’20Q1 ’21: $462Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20211.24M$462M+0.95%
Q4 20201.22M$427M+0.90%
Q3 20201.11M$345M+0.83%
Q2 20201.09M$321M+0.83%
Q1 2020947.8K$236M+0.77%
Q4 2019816.2K$240M+0.60%
Q3 2019788.0K$171M+0.44%
Q2 2019969.0K$236M+0.59%
Q1 20191.50M$372M+0.92%
Q4 20182.08M$519M+1.47%

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