SEC 13F Intelligence

Veritable, L.P. / UNH

Veritable, L.P.’s Unitedhealth Group Inc Position

Does Veritable, L.P. own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 27.5K shares worth $13M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$13M
Q2 2023
Shares
27.5K
% of Portfolio
+0.20%
Quarters Held
18
position exited

Position History UNH

Reported value by quarter
Q1 ’19: $10MQ1 ’19Q2 ’19: $10MQ3 ’19: $9MQ4 ’19: $13MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $12MQ3 ’20Q4 ’20: $12MQ1 ’21: $12MQ2 ’21: $14MQ2 ’21Q3 ’21: $13MQ4 ’21: $17MQ1 ’22: $17MQ1 ’22Q2 ’22: $17MQ3 ’22: $13MQ4 ’22: $14MQ4 ’22Q1 ’23: $13MQ2 ’23: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202327.5K$13M+0.20%
Q1 202327.6K$13M+0.21%
Q4 202226.8K$14M+0.24%
Q3 202226.3K$13M+0.26%
Q2 202233.1K$17M+0.31%
Q1 202233.0K$17M+0.26%
Q4 202133.3K$17M+0.25%
Q3 202133.6K$13M+0.21%
Q2 202133.8K$14M+0.22%
Q1 202133.6K$12M+0.21%
Q4 202033.5K$12M+0.22%
Q3 202037.8K$12M+0.24%
Q2 202037.6K$11M+0.24%
Q1 202040.0K$10M+0.24%
Q4 201943.4K$13M+0.23%
Q3 201942.9K$9M+0.18%
Q2 201942.2K$10M+0.20%
Q1 201940.8K$10M+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of UNH.