Ranger Investment Management’s UnitedHealth UNH Stock Holding History

Ranger Investment 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
2024 Q1	–	Sell	-30	Closed	-$15.8K	–	111
2023 Q4	$15.8K	Hold	30	–	–	﹤0.01%	76
2023 Q3	$15.1K	Hold	30	–	–	﹤0.01%	76
2023 Q2	$14.4K	Hold	30	–	–	﹤0.01%	77
2023 Q1	$14.2K	Buy	30 +8	+36%	+$3.86K	﹤0.01%	75
2022 Q4	$11.7K	Hold	22	–	–	﹤0.01%	77
2022 Q3	$11K	Hold	22	–	–	﹤0.01%	80
2022 Q2	$11K	Hold	22	–	–	﹤0.01%	81
2022 Q1	$11K	Hold	22	–	–	﹤0.01%	81
2021 Q4	$11K	Hold	22	–	–	﹤0.01%	81
2021 Q3	$9K	Sell	22 -5	-19%	-$2.07K	﹤0.01%	91
2021 Q2	$11K	Hold	27	–	–	﹤0.01%	90
2021 Q1	$10K	Sell	27 -2	-7%	-$693	﹤0.01%	88
2020 Q4	$10K	Sell	29 -18	-38%	-$6.03K	﹤0.01%	87
2020 Q3	$15K	Hold	47	–	–	﹤0.01%	88
2020 Q2	$14K	Sell	47 -15	-24%	-$4.3K	﹤0.01%	83
2020 Q1	$15K	Sell	62 -129	-68%	-$35.5K	﹤0.01%	86
2019 Q4	$56K	Sell	191 -63	-25%	-$16.5K	﹤0.01%	89
2019 Q3	$55K	Hold	254	–	–	﹤0.01%	84
2019 Q2	$62K	Sell	254 -96	-27%	-$23.1K	﹤0.01%	86
2019 Q1	$87K	Hold	350	–	–	0.01%	77
2018 Q4	$87K	Hold	350	–	–	0.01%	80
2018 Q3	$93K	Buy	350 +250	+250%	+$65K	0.01%	78
2018 Q2	$25K	Hold	100	–	–	﹤0.01%	120
2018 Q1	$21K	Hold	100	–	–	﹤0.01%	120
2017 Q4	$22K	Hold	100	–	–	﹤0.01%	125
2017 Q3	$20K	Hold	100	–	–	﹤0.01%	123
2017 Q2	$19K	Hold	100	–	–	﹤0.01%	131
2017 Q1	$16K	Buy	100 +21	+27%	+$3.44K	﹤0.01%	136
2016 Q4	$13K	Hold	79	–	–	﹤0.01%	134
2016 Q3	$11K	Hold	79	–	–	﹤0.01%	145
2016 Q2	$11K	Hold	79	–	–	﹤0.01%	143
2016 Q1	$10K	Buy	+79	New	+$9.35K	﹤0.01%	143

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ranger Investment Management's UNH Position: Q1 2024 in Review

Ranger Investment Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 30 shares — an estimated $15.8K sold.

Ranger Investment Management first reported a position in UNH in Q1 2016 and held it in 32 quarters. The position peaked at $93K in Q3 2018. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Ranger Investment Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Ranger Investment Management sold 30 UnitedHealth shares in Q1 2024, an estimated $15.8K.
Ranger Investment Management first reported a position in UnitedHealth in Q1 2016 and held it in 32 quarters.
Ranger Investment Management's UnitedHealth position peaked at $93K in Q3 2018.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Ranger Investment Management's 13F filing for Q1 2024, filed 15 May 2024.