KCS Wealth Advisory’s UnitedHealth UNH Stock Holding History

KCS Wealth Advisory’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	$1.85M	Sell	3,670 -1,194	-25%	-$588K	0.79%	39
2023 Q2	$2.34M	Buy	4,864 +94	+2%	+$46K	0.81%	40
2023 Q1	$2.25M	Sell	4,770 -44	-0.9%	-$21.2K	0.85%	39
2022 Q4	$2.55M	Buy	4,814 +58	+1%	+$30.7K	1.06%	29
2022 Q3	$2.4M	Sell	4,756 -757	-14%	-$398K	1.11%	24
2022 Q2	$2.83M	Buy	5,513 +55	+1%	+$27.6K	1.26%	17
2022 Q1	$2.78M	Sell	5,458 -530	-9%	-$256K	1.29%	20
2021 Q4	$3.01M	Buy	5,988 +110	+2%	+$49.8K	1.21%	21
2021 Q3	$2.3M	Buy	5,878 +112	+2%	+$46.4K	1.09%	24
2021 Q2	$2.31M	Buy	5,766 +103	+2%	+$41.1K	1.09%	21
2021 Q1	$2.11M	Buy	5,663 +335	+6%	+$116K	1.09%	21
2020 Q4	$1.87M	Sell	5,328 -106	-2%	-$35.5K	1.23%	19
2020 Q3	$1.69M	Sell	5,434 -71	-1%	-$21.8K	1.35%	16
2020 Q2	$1.62M	Buy	5,505 +106	+2%	+$30.4K	1.34%	19
2020 Q1	$1.35M	Buy	5,399 +252	+5%	+$69.3K	1.37%	12
2019 Q4	$1.51M	Buy	5,147 +51	+1%	+$13.3K	1.13%	20
2019 Q3	$1.11M	Buy	5,096 +193	+4%	+$46.6K	0.77%	39
2019 Q2	$1.2M	Buy	4,903 +279	+6%	+$67.1K	0.94%	23
2019 Q1	$1.14M	Sell	4,624 -66	-1%	-$16.8K	1%	23
2018 Q4	$1.17M	Buy	4,690 +3	+0.1%	+$792	1.23%	12
2018 Q3	$1.25M	Sell	4,687 -9	-0.2%	-$2.34K	1.16%	15
2018 Q2	$1.15M	Sell	4,696 -73	-2%	-$17.5K	1.07%	17
2018 Q1	$1.02M	Buy	4,769 +1,042	+28%	+$238K	0.93%	22
2017 Q4	$822K	Buy	+3,727	New	+$790K	0.8%	31

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

KCS Wealth Advisory's UNH Position: Q3 2023 in Review

KCS Wealth Advisory reduced its UnitedHealth (UNH) stake by 25% in Q3 2023, selling an estimated $588K and leaving 3,670 shares worth $1.85M. The position accounts for 0.79% of the portfolio, ranked #39.

KCS Wealth Advisory first reported a position in UNH in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.01M in Q4 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

KCS Wealth Advisory held 3,670 shares of UnitedHealth worth $1.85M as of Q3 2023.
KCS Wealth Advisory sold 1,194 UnitedHealth shares in Q3 2023, an estimated $588K.
UnitedHealth made up 0.79% of KCS Wealth Advisory's portfolio in Q3 2023, its #39 holding.
KCS Wealth Advisory first reported a position in UnitedHealth in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's UnitedHealth position peaked at $3.01M in Q4 2021.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.