Eagle Ridge Investment Management / UNH
Eagle Ridge Investment Management’s Unitedhealth Group Inc Position
Does Eagle Ridge Investment Management own Unitedhealth Group Inc (UNH)? Yes — 67.6K shares worth $34M (+2.98% of its 13F portfolio) as of Q4 2024, down from 68.2K shares the prior filed quarter.
Position Value
$34M
Q4 2024
Shares
67.6K
% of Portfolio
+2.98%
Quarters Held
25
currently held
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 67.6K | $34M | +2.98% |
| Q3 2024 | 68.2K | $40M | +3.50% |
| Q2 2024 | 67.9K | $35M | +3.20% |
| Q1 2024 | 68.3K | $34M | +3.11% |
| Q4 2023 | 68.6K | $36M | +3.54% |
| Q3 2023 | 69.1K | $35M | +3.80% |
| Q2 2023 | 69.4K | $33M | +3.50% |
| Q1 2023 | 68.2K | $32M | +3.62% |
| Q4 2022 | 68.4K | $36M | +4.23% |
| Q3 2022 | 69.2K | $35M | +4.39% |
| Q2 2022 | 72.3K | $37M | +4.48% |
| Q1 2022 | 77.3K | $39M | +4.20% |
| Q4 2021 | 82.5K | $41M | +4.33% |
| Q3 2021 | 83.7K | $33M | +3.64% |
| Q2 2021 | 83.7K | $34M | +3.89% |
| Q1 2021 | 84.8K | $32M | +3.81% |
| Q4 2020 | 96.1K | $34M | +4.26% |
| Q3 2020 | 98.1K | $31M | +4.28% |
| Q2 2020 | 98.4K | $29M | +4.40% |
| Q1 2020 | 102.9K | $26M | +4.46% |
| Q4 2019 | 69.5K | $20M | +2.74% |
| Q3 2019 | 70.1K | $15M | +2.21% |
| Q2 2019 | 71.6K | $17M | +2.54% |
| Q1 2019 | 72.1K | $18M | +2.62% |
| Q4 2018 | 72.0K | $18M | +3.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of UNH.