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KDI Capital Partners’s UnitedHealth UNH Stock Holding History

KDI Capital 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
2021
Q3 		$15.3M Sell
39,239
-2,439
-6% -$1.01M 5.29% 6
2021
Q2 		$16.7M Buy
41,678
+3,567
+9% +$1.42M 5.5% 5
2021
Q1 		$14.2M Buy
38,111
+7,458
+24% +$2.58M 5.51% 4
2020
Q4 		$10.7M Buy
30,653
+5,446
+22% +$1.83M 4.86% 9
2020
Q3 		$7.86M Sell
25,207
-447
-2% -$137K 3.92% 16
2020
Q2 		$7.57M Sell
25,654
-10,084
-28% -$2.89M 3.94% 13
2020
Q1 		$8.91M Sell
35,738
-16,516
-32% -$4.54M 4.03% 13
2019
Q4 		$15.4M Buy
52,254
+2,331
+5% +$610K 5.59% 3
2019
Q3 		$10.8M Sell
49,923
-2,678
-5% -$646K 4.24% 12
2019
Q2 		$12.8M Sell
52,601
-5,481
-9% -$1.32M 4.8% 7
2019
Q1 		$14.4M Buy
58,082
+9,723
+20% +$2.48M 5.06% 4
2018
Q4 		$12M Sell
48,359
-5,737
-11% -$1.52M 4.1% 6
2018
Q3 		$14.4M Buy
54,096
+1,753
+3% +$456K 4.57% 1
2018
Q2 		$12.8M Buy
52,343
+1,708
+3% +$410K 4.09% 2
2018
Q1 		$10.8M Buy
50,635
+15,577
+44% +$3.56M 3.54% 3
2017
Q4 		$7.73M Sell
35,058
-1,380
-4% -$292K 3.07% 12
2017
Q3 		$7.14M Sell
36,438
-1,380
-4% -$267K 2.38% 20
2017
Q2 		$7.01M Sell
37,818
-1,647
-4% -$289K 2.39% 16
2017
Q1 		$6.47M Buy
39,465
+211
+0.5% +$34.6K 2.22% 21
2016
Q4 		$6.28M Buy
+39,254
New +$5.86M 2.02% 25

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

KDI Capital Partners's UNH Position: Q3 2021 in Review

KDI Capital Partners reduced its UnitedHealth (UNH) stake by 5.9% in Q3 2021, selling an estimated $1.01M and leaving 39,239 shares worth $15.3M. The position accounts for 5.29% of the portfolio, ranked #6.

KDI Capital Partners first reported a position in UNH in Q4 2016 and has held it in 20 quarters since. The position peaked at $16.7M in Q2 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • KDI Capital Partners held 39,239 shares of UnitedHealth worth $15.3M as of Q3 2021.
  • KDI Capital Partners sold 2,439 UnitedHealth shares in Q3 2021, an estimated $1.01M.
  • UnitedHealth made up 5.29% of KDI Capital Partners's portfolio in Q3 2021, its #6 holding.
  • KDI Capital Partners first reported a position in UnitedHealth in Q4 2016 and has held it in 20 quarters since.
  • KDI Capital Partners's UnitedHealth position peaked at $16.7M in Q2 2021.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on KDI Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.