UnitedHealth shares owned by Mendel Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mendel Capital Management
from 13F filings
Historical chart of Mendel Capital Management investment in UnitedHealth
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All positions including UnitedHealth held by Mendel Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Mendel Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $651k | 1.2k | 526.41 |
| 2023-09-30 | $599k | 1.2k | 504.30 |
| 2023-06-30 | $565k | 1.2k | 480.83 |
| 2023-03-31 | $554k | 1.2k | 472.52 |
| 2022-12-31 | $500k | 943 | 529.92 |
| 2022-09-30 | $428k | 848 | 504.72 |
| 2022-06-30 | $433k | 844 | 513.03 |
| 2022-03-31 | $401k | 786 | 510.18 |
| 2021-12-31 | $364k | 724 | 502.76 |