Ownership history in Bond & Devick Financial Network, Inc. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bond & Devick Financial Network, Inc. underperformed the S&P 500 by β10.4% annually on this UNH position. Timing score: 39% (7/18 decisions correct). Average cost basis: $332.45. Maximum drawdown during holding period: β45.8%.
β Significantly underperformed the S&P 500 by 10.4% ann.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 18 add/trim decisions correct
Best entry: $320.74 (2020 Q4) Β· Worst: $501.99 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 12 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.71% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size