SEC 13F Intelligence

Vident Investment Advisory, LLC / UNH

Vident Investment Advisory, LLC’s Unitedhealth Group Inc Position

Does Vident Investment Advisory, LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 59.9K shares worth $29M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$29M
Q2 2023
Shares
59.9K
% of Portfolio
+0.99%
Quarters Held
19
position exited

Position History UNH

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $4MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $5MQ2 ’20: $6MQ2 ’20Q3 ’20: $7MQ4 ’20: $9MQ1 ’21: $10MQ1 ’21Q2 ’21: $12MQ3 ’21: $17MQ4 ’21: $28MQ4 ’21Q1 ’22: $22MQ2 ’22: $29MQ3 ’22: $22MQ3 ’22Q4 ’22: $27MQ1 ’23: $22MQ2 ’23: $29MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202359.9K$29M+0.99%
Q1 202346.9K$22M+0.72%
Q4 202250.5K$27M+1.01%
Q3 202246.3K$22M+0.73%
Q2 202256.0K$29M+0.86%
Q1 202243.4K$22M+0.58%
Q4 202154.9K$28M+0.72%
Q3 202144.7K$17M+0.53%
Q2 202130.7K$12M+0.37%
Q1 202127.9K$10M+0.35%
Q4 202026.1K$9M+0.37%
Q3 202023.0K$7M+0.36%
Q2 202021.2K$6M+0.33%
Q1 202019.8K$5M+0.30%
Q4 20197.4K$2M+0.13%
Q3 20197.7K$2M+0.15%
Q2 20197.4K$2M+0.15%
Q1 201916.6K$4M+0.22%
Q4 201820.9K$5M+0.29%

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