SEC 13F Intelligence

Dowling & Yahnke LLC / UNH

Dowling & Yahnke LLC’s Unitedhealth Group Inc Position

Does Dowling & Yahnke LLC own Unitedhealth Group Inc (UNH)? Yes42.7K shares worth $22M (+1.00% of its 13F portfolio) as of Q3 2022, down from 42.7K shares the prior filed quarter.

Position Value
$22M
Q3 2022
Shares
42.7K
% of Portfolio
+1.00%
Quarters Held
16
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ2 ’19Q3 ’19: $11MQ4 ’19: $14MQ4 ’19Q1 ’20: $12MQ2 ’20: $13MQ2 ’20Q3 ’20: $14MQ4 ’20: $15MQ4 ’20Q1 ’21: $16MQ2 ’21: $17MQ2 ’21Q3 ’21: $17MQ4 ’21: $21MQ4 ’21Q1 ’22: $22MQ2 ’22: $22MQ2 ’22Q3 ’22: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202242.7K$22M+1.00%
Q2 202242.7K$22M+1.03%
Q1 202242.3K$22M+0.94%
Q4 202142.4K$21M+1.02%
Q3 202142.8K$17M+0.93%
Q2 202143.2K$17M+0.99%
Q1 202143.4K$16M+1.10%
Q4 202043.6K$15M+1.09%
Q3 202044.2K$14M+1.10%
Q2 202045.3K$13M+1.12%
Q1 202046.6K$12M+1.12%
Q4 201948.5K$14M+1.09%
Q3 201949.0K$11M+0.88%
Q2 201949.7K$12M+1.00%
Q1 201949.7K$12M+1.18%
Q4 201850.4K$14M+1.47%

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