Position in CI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$541,502
-$416,298 QoQ
Shares Held
2,030
-41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Phoenix Financial Ltd. holds $26,263,658 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
63,190 | $26,263,658 |
All Filings in CI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,502 | 2,030 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $957,800 | 3,480 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $604,172 | 2,096 | Shares | Defined | 2025-11-13 | |
| 2024-09-30 | $672,440 | 1,941 | Shares | Defined | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||