KM
UNH icon

Kalos Management’s UnitedHealth UNH Stock Holding History

Kalos 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
2023
Q2 		– Sell
-71
Closed -$33.6K – 357
2023
Q1 		$33.6K Buy
+71
New +$34.3K 0.07% 113
2022
Q3 		– Sell
-738
Closed -$382K – 112
2022
Q2 		$382K Sell
738
-80
-10% -$40.2K 0.51% 56
2022
Q1 		$415K Sell
818
-174
-18% -$83.9K 0.28% 84
2021
Q4 		$459K Buy
992
+64
+7% +$29K 0.12% 168
2021
Q3 		$429K Buy
+928
New +$384K 0.12% 171
2021
Q2 		– Sell
-1,064
Closed -$438K – 306
2021
Q1 		$438K Buy
+1,064
New +$369K 0.14% 173
2015
Q4 		– Hold
0
– – – 585

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kalos Management's UNH Position: Q2 2023 in Review

Kalos Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 71 shares — an estimated $33.6K sold.

Kalos Management first reported a position in UNH in Q1 2021 and held it in 6 quarters. The position peaked at $459K in Q4 2021. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Kalos Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 71 UnitedHealth shares in Q2 2023, an estimated $33.6K.
  • Kalos Management first reported a position in UnitedHealth in Q1 2021 and held it in 6 quarters.
  • Kalos Management's UnitedHealth position peaked at $459K in Q4 2021.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.