KFS
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Kelly Financial Services’s UnitedHealth UNH Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-133
Closed -$67.8K – 716
2024
Q2 		$67.8K Buy
133
+46
+53% +$22.5K 0.02% 193
2024
Q1 		$42.9K Buy
87
+6
+7% +$3.05K 0.02% 239
2023
Q4 		$42.4K Buy
81
+1
+1% +$533 0.02% 223
2023
Q3 		$40.6K Buy
80
+26
+48% +$12.8K 0.02% 209
2023
Q2 		$25.9K Buy
54
+10
+23% +$4.89K 0.01% 263
2023
Q1 		$20.7K Hold
44
– – 0.01% 273
2022
Q4 		$23.2K Hold
44
– – 0.01% 253
2022
Q3 		$22.1K Hold
44
– – 0.01% 248
2022
Q2 		$22.4K Hold
44
– – 0.01% 244
2022
Q1 		$22.3K Hold
44
– – 0.01% 262
2021
Q4 		$21.9K Sell
44
-4
-8% -$1.81K 0.01% 261
2021
Q3 		$18.6K Sell
48
-18,981
-100% -$7.86M 0.01% 268
2021
Q2 		$48K Buy
19,029
+18,982
+40,387% +$7.57M ﹤0.01% 464
2021
Q1 		$17.7K Hold
47
– – 0.01% 236
2020
Q4 		$16.6K Sell
47
-9
-16% -$3.02K 0.01% 215
2020
Q3 		$17.6K Hold
56
– – 0.01% 188
2020
Q2 		$16.6K Buy
56
+13
+30% +$3.73K 0.01% 186
2020
Q1 		$10.8K Hold
43
– – 0.01% 200
2019
Q4 		$12.7K Hold
43
– – 0.01% 207
2019
Q3 		$9.37K Hold
43
– – 0.01% 231
2019
Q2 		$10.5K Buy
43
+14
+48% +$3.37K 0.01% 215
2019
Q1 		$7.17K Buy
+29
New +$7.4K 0.01% 256

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

Kelly Financial Services's UNH Position: Q3 2024 in Review

Kelly Financial Services sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 133 shares — an estimated $67.8K sold.

Kelly Financial Services first reported a position in UNH in Q1 2019 and held it in 22 quarters. The position peaked at $67.8K in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Kelly Financial Services reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 133 UnitedHealth shares in Q3 2024, an estimated $67.8K.
  • Kelly Financial Services first reported a position in UnitedHealth in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's UnitedHealth position peaked at $67.8K in Q2 2024.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.