UnitedHealth shares owned by Sonata Capital
Historical chart of Sonata Capital investment in UnitedHealth
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All positions including UnitedHealth held by Sonata Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Sonata Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $875k | 1.5k | 584.50 |
| 2024-06-30 | $762k | 1.5k | 509.02 |
| 2024-03-31 | $741k | 1.5k | 494.99 |
| 2023-12-31 | $788k | 1.5k | 526.39 |
| 2023-09-30 | $604k | 1.2k | 504.59 |
| 2023-06-30 | $575k | 1.2k | 480.37 |
| 2023-03-31 | $424k | 897 | 472.69 |
| 2022-12-31 | $476k | 897 | 530.66 |
| 2022-09-30 | $454k | 898 | 505.57 |
| 2022-06-30 | $461k | 898 | 513.36 |
| 2022-03-31 | $458k | 898 | 510.02 |
| 2021-12-31 | $451k | 898 | 502.23 |
| 2021-09-30 | $363k | 929 | 390.74 |
| 2021-06-30 | $360k | 898 | 400.89 |
| 2021-03-31 | $334k | 898 | 371.94 |
| 2020-12-31 | $338k | 965 | 350.26 |
| 2020-09-30 | $301k | 965 | 311.92 |
| 2020-06-30 | $285k | 965 | 295.34 |
| 2020-03-31 | $291k | 1.2k | 249.79 |
| 2019-12-31 | $342k | 1.2k | 293.56 |
| 2019-09-30 | $253k | 1.2k | 217.17 |
| 2019-06-30 | $248k | 1.0k | 244.33 |
| 2019-03-31 | $239k | 965 | 247.67 |
| 2018-12-31 | $278k | 1.1k | 249.33 |
| 2018-09-30 | $297k | 1.1k | 266.37 |
| 2018-06-30 | $258k | 1.1k | 245.71 |
| 2018-03-31 | $225k | 1.1k | 214.29 |
| 2017-12-31 | $331k | 1.5k | 220.67 |
| 2017-09-30 | $294k | 1.5k | 196.00 |
| 2017-06-30 | $278k | 1.5k | 185.33 |
| 2017-03-31 | $246k | 1.5k | 164.00 |
| 2016-12-31 | $312k | 2.0k | 160.00 |
| 2016-09-30 | $273k | 2.0k | 140.00 |
| 2016-06-30 | $275k | 2.0k | 141.03 |
| 2016-03-31 | $251k | 2.0k | 128.72 |
| 2015-12-31 | $253k | 2.2k | 117.67 |
| 2015-09-30 | $249k | 2.2k | 115.81 |
| 2015-06-30 | $244k | 2.0k | 122.00 |
| 2015-03-31 | $237k | 2.0k | 118.50 |