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Karp Capital Management’s UnitedHealth UNH Stock Holding History

Karp Capital 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
2022
Q4 		– Sell
-3,925
Closed -$1.98M – 102
2022
Q3 		$1.98M Sell
3,925
-5,347
-58% -$2.81M 0.41% 59
2022
Q2 		$4.76M Sell
9,272
-706
-7% -$355K 0.84% 47
2022
Q1 		$5.09M Sell
9,978
-3,463
-26% -$1.67M 0.74% 51
2021
Q4 		$6.75M Buy
13,441
+1,456
+12% +$659K 0.85% 49
2021
Q3 		$4.68M Buy
11,985
+984
+9% +$408K 0.66% 61
2021
Q2 		$4.41M Buy
11,001
+1,302
+13% +$519K 0.65% 61
2021
Q1 		$3.61M Buy
9,699
+1,468
+18% +$509K 0.65% 61
2020
Q4 		$2.89M Buy
8,231
+362
+5% +$121K 0.59% 59
2020
Q3 		$2.45M Buy
7,869
+342
+5% +$105K 0.6% 56
2020
Q2 		$2.22M Sell
7,527
-17
-0.2% -$4.87K 0.62% 55
2020
Q1 		$1.88M Buy
7,544
+259
+4% +$71.3K 0.62% 55
2019
Q4 		$2.14M Buy
7,285
+135
+2% +$35.3K 0.56% 65
2019
Q3 		$1.55M Buy
7,150
+115
+2% +$27.7K 0.45% 64
2019
Q2 		$1.72M Sell
7,035
-140
-2% -$33.7K 0.54% 62
2019
Q1 		$1.77M Buy
7,175
+266
+4% +$67.8K 0.63% 59
2018
Q4 		$1.72M Buy
6,909
+345
+5% +$91.1K 0.82% 45
2018
Q3 		$1.75M Buy
6,564
+221
+3% +$57.5K 0.6% 64
2018
Q2 		$1.56M Buy
+6,343
New +$1.52M 0.61% 59
2015
Q4 		– Sell
-1,800
Closed -$209K – 277
2015
Q3 		$209K Buy
1,800
+325
+22% +$38.9K 0.14% 89
2015
Q2 		$180K Hold
1,475
– – 0.12% 100
2015
Q1 		$174K Sell
1,475
-100
-6% -$11.1K 0.12% 104
2014
Q4 		$159K Buy
+1,575
New +$149K 0.12% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Karp Capital Management's UNH Position: Q4 2022 in Review

Karp Capital Management sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 3,925 shares — an estimated $1.98M sold.

Karp Capital Management first reported a position in UNH in Q4 2014 and held it in 22 quarters. The position peaked at $6.75M in Q4 2021. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Karp Capital Management reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 3,925 UnitedHealth shares in Q4 2022, an estimated $1.98M.
  • Karp Capital Management first reported a position in UnitedHealth in Q4 2014 and held it in 22 quarters.
  • Karp Capital Management's UnitedHealth position peaked at $6.75M in Q4 2021.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.