SEC 13F Intelligence

Morgan Jess S & Co Inc / UNH

Morgan Jess S & Co Inc’s Unitedhealth Group Inc Position

Does Morgan Jess S & Co Inc own Unitedhealth Group Inc (UNH)? Yes — 9.4K shares worth $5M (+4.14% of its 13F portfolio) as of Q3 2022, up from 9.3K shares the prior filed quarter.

Position Value
$5M
Q3 2022
Shares
9.4K
% of Portfolio
+4.14%
Quarters Held
5
currently held

Position History UNH

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $5MQ4 ’21Q1 ’22: $5MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20229.4K$5M+4.14%
Q2 20229.3K$5M+4.96%
Q1 20229.6K$5M+3.56%
Q4 202110.5K$5M+3.24%
Q3 202110.3K$4M+2.70%

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