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Rodgers Brothers’s UnitedHealth UNH Stock Holding History

Rodgers Brothers’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
Q3 		– Sell
-5,417
Closed -$2.76M – 248
2024
Q2 		$2.76M Buy
5,417
+4,575
+543% +$2.24M 0.37% 73
2024
Q1 		$417K Buy
842
+20
+2% +$10.2K 0.06% 189
2023
Q4 		$433K Hold
822
– – 0.07% 175
2023
Q3 		$414K Buy
+822
New +$405K 0.07% 168
2019
Q4 		– Sell
-2,267
Closed -$493K – 196
2019
Q3 		$493K Buy
+2,267
New +$547K 0.14% 134

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rodgers Brothers's UNH Position: Q3 2024 in Review

Rodgers Brothers sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 5,417 shares — an estimated $2.76M sold.

Rodgers Brothers first reported a position in UNH in Q3 2019 and held it in 5 quarters. The position peaked at $2.76M in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Rodgers Brothers reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Rodgers Brothers sold 5,417 UnitedHealth shares in Q3 2024, an estimated $2.76M.
  • Rodgers Brothers first reported a position in UnitedHealth in Q3 2019 and held it in 5 quarters.
  • Rodgers Brothers's UnitedHealth position peaked at $2.76M in Q2 2024.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Rodgers Brothers's 13F filing for Q3 2024, filed 14 Nov 2024.