KB Financial Partners’s UnitedHealth UNH Stock Holding History

KB Financial Partners’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 Q3	$185K	Sell	367 -79	-18%	-$38.9K	0.05%	168
2023 Q2	$214K	Sell	446 -2,681	-86%	-$1.31M	0.06%	171
2023 Q1	$1.48M	Buy	3,127 +169	+6%	+$81.6K	0.43%	20
2022 Q4	$1.57M	Sell	2,958 -74	-2%	-$39.2K	0.54%	18
2022 Q3	$1.53M	Buy	3,032 +282	+10%	+$148K	0.55%	14
2022 Q2	$1.41M	Buy	2,750 +93	+4%	+$46.7K	0.49%	15
2022 Q1	$1.35M	Buy	2,657 +134	+5%	+$64.6K	0.37%	20
2021 Q4	$1.27M	Buy	2,523 +11	+0.4%	+$4.98K	0.36%	18
2021 Q3	$981K	Buy	2,512 +160	+7%	+$66.3K	0.36%	23
2021 Q2	$942K	Sell	2,352 -454	-16%	-$181K	0.36%	25
2021 Q1	$1.04M	Buy	+2,806	New	+$972K	0.44%	21

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KB Financial Partners's UNH Position: Q3 2023 in Review

KB Financial Partners reduced its UnitedHealth (UNH) stake by 18% in Q3 2023, selling an estimated $38.9K and leaving 367 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #168.

KB Financial Partners first reported a position in UNH in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

KB Financial Partners held 367 shares of UnitedHealth worth $185K as of Q3 2023.
KB Financial Partners sold 79 UnitedHealth shares in Q3 2023, an estimated $38.9K.
UnitedHealth made up 0.05% of KB Financial Partners's portfolio in Q3 2023, its #168 holding.
KB Financial Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's UnitedHealth position peaked at $1.57M in Q4 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.