SEC 13F Intelligence

Bridgecreek Investment Management, LLC / UNH

Bridgecreek Investment Management, LLC’s Unitedhealth Group Inc Position

Does Bridgecreek Investment Management, LLC own Unitedhealth Group Inc (UNH)? Yes25.7K shares worth $14M (+2.62% of its 13F portfolio) as of Q4 2023, down from 25.8K shares the prior filed quarter.

Position Value
$14M
Q4 2023
Shares
25.7K
% of Portfolio
+2.62%
Quarters Held
21
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $7MQ3 ’19Q4 ’19: $9MQ1 ’20: $8MQ2 ’20: $9MQ2 ’20Q3 ’20: $10MQ4 ’20: $11MQ1 ’21: $12MQ1 ’21Q2 ’21: $12MQ3 ’21: $11MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $14MQ3 ’22: $14MQ3 ’22Q4 ’22: $15MQ1 ’23: $13MQ2 ’23: $13MQ2 ’23Q3 ’23: $13MQ4 ’23: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202325.7K$14M+2.62%
Q3 202325.8K$13M+2.66%
Q2 202327.1K$13M+2.49%
Q1 202327.4K$13M+2.67%
Q4 202227.6K$15M+3.27%
Q3 202228.0K$14M+3.02%
Q2 202228.2K$14M+3.00%
Q1 202228.2K$14M+2.13%
Q4 202128.8K$14M+1.97%
Q3 202128.9K$11M+1.61%
Q2 202128.8K$12M+1.68%
Q1 202132.2K$12M+1.85%
Q4 202031.4K$11M+1.67%
Q3 202031.1K$10M+1.70%
Q2 202031.1K$9M+1.72%
Q1 202031.2K$8M+2.01%
Q4 201931.0K$9M+1.65%
Q3 201931.1K$7M+1.40%
Q2 201931.2K$8M+1.59%
Q1 201930.7K$8M+1.61%
Q4 201831.4K$8M+2.09%

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