Kenfarb & Co’s UnitedHealth UNH Stock Holding History

Kenfarb & Co’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	$671K	Sell	1,330 -25	-2%	-$12.3K	0.61%	49
2023 Q2	$651K	Sell	1,355 -27	-2%	-$13.2K	0.57%	52
2023 Q1	$653K	Sell	1,382 -75	-5%	-$36.2K	0.58%	50
2022 Q4	$772K	Hold	1,457	–	–	0.69%	42
2022 Q3	$736K	Hold	1,457	–	–	0.7%	42
2022 Q2	$743K	Hold	1,457	–	–	0.59%	49
2022 Q1	$743K	Buy	1,457 +415	+40%	+$200K	0.59%	49
2021 Q4	$523K	Buy	+1,042	New	+$472K	0.38%	62

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

Kenfarb & Co's UNH Position: Q3 2023 in Review

Kenfarb & Co reduced its UnitedHealth (UNH) stake by 1.8% in Q3 2023, selling an estimated $12.3K and leaving 1,330 shares worth $671K. The position accounts for 0.61% of the portfolio, ranked #49.

Kenfarb & Co first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $772K in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Kenfarb & Co held 1,330 shares of UnitedHealth worth $671K as of Q3 2023.
Kenfarb & Co sold 25 UnitedHealth shares in Q3 2023, an estimated $12.3K.
UnitedHealth made up 0.61% of Kenfarb & Co's portfolio in Q3 2023, its #49 holding.
Kenfarb & Co first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's UnitedHealth position peaked at $772K in Q4 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.