SEC 13F Intelligence

Bartlett & Co. LLC / UNH

Bartlett & Co. LLC’s Unitedhealth Group Inc Position

Does Bartlett & Co. LLC own Unitedhealth Group Inc (UNH)? Yes165.1K shares worth $87M (+1.41% of its 13F portfolio) as of Q4 2023, up from 164.4K shares the prior filed quarter.

Position Value
$87M
Q4 2023
Shares
165.1K
% of Portfolio
+1.41%
Quarters Held
18
currently held

Position History UNH

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $1MQ1 ’20: $18MQ1 ’20Q2 ’20: $28MQ3 ’20: $31MQ4 ’20: $36MQ4 ’20Q1 ’21: $44MQ2 ’21: $48MQ3 ’21: $47MQ3 ’21Q1 ’22: $61MQ2 ’22: $61MQ3 ’22: $61MQ3 ’22Q4 ’22: $66MQ1 ’23: $61MQ2 ’23: $75MQ2 ’23Q3 ’23: $83MQ4 ’23: $87Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023165.1K$87M+1.41%
Q3 2023164.4K$83M+1.49%
Q2 2023155.5K$75M+1.29%
Q1 2023128.7K$61M+1.17%
Q4 2022123.9K$66M+1.32%
Q3 2022120.6K$61M+1.31%
Q2 2022118.5K$61M+1.23%
Q1 2022119.8K$61M+1.07%
Q3 2021119.9K$47M+0.89%
Q2 2021119.0K$48M+0.91%
Q1 2021117.6K$44M+0.88%
Q4 2020102.2K$36M+0.77%
Q3 2020100.1K$31M+0.73%
Q2 202095.9K$28M+0.74%
Q1 202072.2K$18M+0.55%
Q3 20195.6K$1M+0.03%
Q2 20194.7K$1M+0.04%
Q1 20194.8K$1M+0.05%

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