SEC 13F Intelligence

Fieldpoint Private Securities, LLC / UNH

Fieldpoint Private Securities, LLC’s Unitedhealth Group Inc Position

Does Fieldpoint Private Securities, LLC own Unitedhealth Group Inc (UNH)? Yes — 8.2K shares worth $4M (+1.22% of its 13F portfolio) as of Q2 2022, down from 13.9K shares the prior filed quarter.

Position Value
$4M
Q2 2022
Shares
8.2K
% of Portfolio
+1.22%
Quarters Held
15
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ2 ’19Q3 ’19: $2MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $4MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20228.2K$4M+1.22%
Q1 202213.9K$7M+1.46%
Q4 202114.6K$7M+1.43%
Q3 202114.6K$6M+1.27%
Q2 202114.5K$6M+1.31%
Q1 202114.3K$5M+1.24%
Q4 202015.4K$5M+1.22%
Q3 202014.2K$4M+1.30%
Q2 202013.3K$4M+1.33%
Q1 202015.8K$4M+1.52%
Q4 201915.2K$4M+1.31%
Q3 201911.4K$2M+0.90%
Q2 201911.9K$3M+0.91%
Q1 20197.2K$2M+0.74%
Q4 20187.2K$2M+0.80%

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