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Ategra Capital Management’s UnitedHealth UNH Stock Holding History

Ategra Capital Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,937
Closed -$421K – 96
2019
Q3 		$421K Buy
+1,937
New +$467K 0.38% 53

Other funds holding UNH

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ategra Capital Management's UNH Position: Q4 2019 in Review

Ategra Capital Management sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 1,937 shares — an estimated $421K sold.

Ategra Capital Management first reported a position in UNH in Q3 2019 and held it in 1 quarter. The position peaked at $421K in Q3 2019. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Ategra Capital Management reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • Ategra Capital Management sold 1,937 UnitedHealth shares in Q4 2019, an estimated $421K.
  • Ategra Capital Management first reported a position in UnitedHealth in Q3 2019 and held it in 1 quarter.
  • Ategra Capital Management's UnitedHealth position peaked at $421K in Q3 2019.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Ategra Capital Management's 13F filing for Q4 2019, filed 14 Feb 2025.