SEC 13F Intelligence

Coe Capital Management, LLC / UNH

Coe Capital Management, LLC’s Unitedhealth Group Inc Position

Does Coe Capital Management, LLC own Unitedhealth Group Inc (UNH)? Yes — 6.4K shares worth $3M (+2.41% of its 13F portfolio) as of Q2 2021, down from 6.6K shares the prior filed quarter.

Position Value
$3M
Q2 2021
Shares
6.4K
% of Portfolio
+2.41%
Quarters Held
8
currently held

Position History UNH

Reported value by quarter
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ4 ’20Q2 ’21: $3MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20216.4K$3M+2.41%
Q4 20206.6K$2M+2.51%
Q3 20206.6K$2M+2.78%
Q2 20206.4K$2M+2.82%
Q1 20206.4K$2M+2.66%
Q4 20196.4K$2M+2.39%
Q3 20197.0K$2M+1.69%
Q2 20196.9K$2M+1.86%

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