SEC 13F Intelligence

Cetera Advisors LLC / UNH

Cetera Advisors LLC’s Unitedhealth Group Inc Position

Does Cetera Advisors LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 38.5K shares worth $20M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$20M
Q4 2023
Shares
38.5K
% of Portfolio
+0.28%
Quarters Held
21
position exited

Position History UNH

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $4MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $11MQ2 ’22: $12MQ3 ’22: $13MQ3 ’22Q4 ’22: $17MQ1 ’23: $15MQ2 ’23: $15MQ2 ’23Q3 ’23: $18MQ4 ’23: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202338.5K$20M+0.28%
Q3 202336.2K$18M+0.29%
Q2 202332.2K$15M+0.24%
Q1 202331.6K$15M+0.25%
Q4 202232.2K$17M+0.31%
Q3 202225.9K$13M+0.35%
Q2 202223.8K$12M+0.28%
Q1 202221.3K$11M+0.22%
Q4 202119.1K$10M+0.19%
Q3 202119.6K$8M+0.15%
Q2 202118.1K$7M+0.17%
Q1 202117.6K$7M+0.18%
Q4 202016.1K$6M+0.18%
Q3 202015.5K$5M+0.18%
Q2 202015.2K$4M+0.19%
Q1 202014.5K$4M+0.19%
Q4 201913.4K$4M+0.17%
Q3 201913.5K$3M+0.13%
Q2 201913.8K$3M+0.15%
Q1 201914.1K$3M+0.17%
Q4 201814.4K$4M+0.21%

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