SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / UNH

Swaine & Leidel Wealth Services, LLC’s Unitedhealth Group Inc Position

Does Swaine & Leidel Wealth Services, LLC own Unitedhealth Group Inc (UNH)? Yes — 4.5K shares worth $4M (+3.44% of its 13F portfolio) as of Q1 2022, down from 12.0K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
4.5K
% of Portfolio
+3.44%
Quarters Held
7
currently held

Position History UNH

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $4MQ3 ’20Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ1 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.5K$4M+3.44%
Q1 202112.0K$4M+2.89%
Q4 202011.2K$4M+2.84%
Q3 202011.7K$4M+3.54%
Q2 202011.9K$4M+3.57%
Q1 202012.0K$3M+3.11%
Q4 201911.5K$3M+2.82%

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