KIG
UNH icon

Kessler Investment Group’s UnitedHealth UNH Stock Holding History

Kessler Investment Group’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
Q2 		– Sell
-510
Closed -$241K – 190
2023
Q1 		$241K Buy
510
+11
+2% +$5.31K 0.16% 62
2022
Q4 		$265K Buy
499
+3
+0.6% +$1.59K 0.28% 46
2022
Q3 		$250K Buy
496
+12
+2% +$6.31K 0.21% 47
2022
Q2 		$249K Sell
484
-127
-21% -$63.8K 0.22% 46
2022
Q1 		$312K Sell
611
-32
-5% -$15.4K 0.18% 59
2021
Q4 		$323K Sell
643
-476
-43% -$215K 0.18% 57
2021
Q3 		$437K Sell
1,119
-23
-2% -$9.53K 0.31% 49
2021
Q2 		$457K Buy
1,142
+910
+392% +$363K 0.36% 46
2021
Q1 		$86K Sell
232
-7
-3% -$2.43K 0.11% 47
2020
Q4 		$84K Hold
239
– – 0.09% 51
2020
Q3 		$75K Sell
239
-4
-2% -$1.23K 0.08% 53
2020
Q2 		$72K Buy
243
+7
+3% +$2.01K 0.09% 51
2020
Q1 		$59K Buy
236
+188
+392% +$51.7K 0.08% 52
2019
Q4 		$14K Hold
48
– – 0.01% 91
2019
Q3 		$10K Sell
48
-252
-84% -$60.8K 0.01% 87
2019
Q2 		$73K Hold
300
– – 0.08% 70
2019
Q1 		$74K Buy
300
+226
+305% +$57.6K 0.07% 67
2018
Q4 		$18K Hold
74
– – 0.02% 81
2018
Q3 		$20K Hold
74
– – 0.02% 102
2018
Q2 		$18K Buy
74
+26
+54% +$6.24K 0.02% 112
2018
Q1 		$10K Hold
48
– – 0.01% 89
2017
Q4 		$11K Hold
48
– – 0.01% 82
2017
Q3 		$9K Buy
+48
New +$9.27K 0.01% 79

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

Kessler Investment Group's UNH Position: Q2 2023 in Review

Kessler Investment Group sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 510 shares — an estimated $241K sold.

Kessler Investment Group first reported a position in UNH in Q3 2017 and held it in 23 quarters. The position peaked at $457K in Q2 2021. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Kessler Investment Group reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Kessler Investment Group sold 510 UnitedHealth shares in Q2 2023, an estimated $241K.
  • Kessler Investment Group first reported a position in UnitedHealth in Q3 2017 and held it in 23 quarters.
  • Kessler Investment Group's UnitedHealth position peaked at $457K in Q2 2021.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Kessler Investment Group's 13F filing for Q2 2023, filed 24 Jul 2023.