Mendota Financial Group »

UnitedHealth shares owned by Mendota Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mendota Financial Group from 13F filings

Historical chart of Mendota Financial Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Mendota Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $166k 335 494.92
2023-12-31 $348k 660 526.47
2023-09-30 $155k 307 504.19
2023-06-30 $172k 357 480.64
2023-03-31 $72k 142 509.97
2022-12-31 $75k 142 530.18

More positions owned by Mendota Financial Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Loews Corporation (L)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
PAR Technology Corporation (PAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Group International SHS (CGIE)

View all positions for Mendota Financial Group

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth