SEC 13F Intelligence

Arbor Wealth Management, LLC / UNH

Arbor Wealth Management, LLC’s Unitedhealth Group Inc Position

Does Arbor Wealth Management, LLC own Unitedhealth Group Inc (UNH)? Yes — 33.1K shares worth $17M (+3.65% of its 13F portfolio) as of Q4 2021, down from 33.8K shares the prior filed quarter.

Position Value
$17M
Q4 2021
Shares
33.1K
% of Portfolio
+3.65%
Quarters Held
10
currently held

Position History UNH

Reported value by quarter
Q3 ’19: $3MQ3 ’19Q4 ’19: $8MQ1 ’20: $9MQ1 ’20Q2 ’20: $10MQ3 ’20: $11MQ3 ’20Q4 ’20: $12MQ1 ’21: $12MQ1 ’21Q2 ’21: $13MQ3 ’21: $13MQ3 ’21Q4 ’21: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202133.1K$17M+3.65%
Q3 202133.8K$13M+3.11%
Q2 202131.5K$13M+3.11%
Q1 202131.9K$12M+3.51%
Q4 202033.0K$12M+4.35%
Q3 202034.8K$11M+4.31%
Q2 202035.5K$10M+4.89%
Q1 202036.1K$9M+5.72%
Q4 201926.3K$8M+3.23%
Q3 201916.0K$3M+1.78%

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