SEC 13F Intelligence

Telemus Capital, LLC / UNH

Telemus Capital, LLC’s Unitedhealth Group Inc Position

Does Telemus Capital, LLC own Unitedhealth Group Inc (UNH)? Yes21.3K shares worth $11M (+0.93% of its 13F portfolio) as of Q4 2023, up from 19.3K shares the prior filed quarter.

Position Value
$11M
Q4 2023
Shares
21.3K
% of Portfolio
+0.93%
Quarters Held
20
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $7MQ3 ’19Q4 ’19: $9MQ2 ’20: $8MQ3 ’20: $9MQ3 ’20Q4 ’20: $9MQ1 ’21: $10MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $13MQ1 ’22: $13MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $10MQ3 ’23Q4 ’23: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202321.3K$11M+0.93%
Q3 202319.3K$10M+0.90%
Q2 202318.8K$9M+0.76%
Q1 202318.6K$9M+0.77%
Q4 202218.7K$9M+0.83%
Q3 202218.6K$9M+0.97%
Q2 202219.7K$10M+0.98%
Q1 202225.9K$13M+1.15%
Q4 202126.4K$13M+1.07%
Q3 202126.3K$10M+0.87%
Q2 202125.7K$10M+0.74%
Q1 202127.1K$10M+0.69%
Q4 202026.6K$9M+0.69%
Q3 202028.4K$9M+0.69%
Q2 202028.9K$8M+0.66%
Q4 201931.9K$9M+0.72%
Q3 201931.9K$7M+0.56%
Q2 201930.9K$8M+0.67%
Q1 201931.7K$8M+0.60%
Q4 201836.3K$9M+0.73%

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