Institutional Owners for UNH
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
FACTORIAL PARTNERS LLC COM 1901 $3,000,879 5,700 0.00 0.00 2,240 64.74 12-31-2023
SENTRY INVESTMENT MANAGEMENT LLC Common 1902 $2,990,000 5,679 1.28 1.30 300 5.58 12-31-2023
STRATOS WEALTH ADVISORS LLC COM 1903 $2,806,448 5,673 0.00 0.00 -921 -13.97 03-31-2024
BILL & MELINDA GATES FOUNDATION TRUST COM 1904 $2,856,236 5,665 0.00 5,665 +Inf 09-30-2023
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