KPCM
UNH icon

Kings Point Capital Management’s UnitedHealth UNH Stock Holding History

Kings Point Capital Management’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
2022
Q1 		$16.1M Buy
31,639
+1,268
+4% +$612K 1.4% 22
2021
Q4 		$15.3M Buy
30,371
+13,471
+80% +$6.1M 1.25% 28
2021
Q3 		$6.6M Buy
16,900
+257
+2% +$106K 0.59% 56
2021
Q2 		$6.67M Buy
16,643
+688
+4% +$274K 0.61% 51
2021
Q1 		$5.94M Buy
15,955
+15,001
+1,572% +$5.2M 0.58% 55
2020
Q4 		$335K Sell
954
-1
-0.1% -$335 0.04% 143
2020
Q3 		$298K Buy
955
+426
+81% +$131K 0.04% 142
2020
Q2 		$156K Hold
529
– – 0.02% 177
2020
Q1 		$132K Sell
529
-101
-16% -$27.8K 0.02% 186
2019
Q4 		$185K Sell
630
-74
-11% -$19.4K 0.03% 181
2019
Q3 		$153K Buy
704
+175
+33% +$42.2K 0.03% 178
2019
Q2 		$129K Sell
529
-8
-1% -$1.92K 0.02% 177
2019
Q1 		$133K Hold
537
– – 0.03% 155
2018
Q4 		$134K Sell
537
-150
-22% -$39.6K 0.03% 146
2018
Q3 		$183K Hold
687
– – 0.03% 150
2018
Q2 		$169K Hold
687
– – 0.03% 153
2018
Q1 		$147K Hold
687
– – 0.03% 156
2017
Q4 		$151K Hold
687
– – 0.03% 161
2017
Q3 		$135K Hold
687
– – 0.03% 158
2017
Q2 		$127K Hold
687
– – 0.03% 162
2017
Q1 		$113K Buy
687
+150
+28% +$24.6K 0.03% 163
2016
Q4 		$86K Hold
537
– – 0.02% 174
2016
Q3 		$75K Sell
537
-1,896
-78% -$266K 0.02% 164
2016
Q2 		$344K Buy
2,433
+102
+4% +$13.6K 0.09% 96
2016
Q1 		$300K Hold
2,331
– – 0.08% 97
2015
Q4 		$274K Hold
2,331
– – 0.07% 103
2015
Q3 		$270K Hold
2,331
– – 0.07% 110
2015
Q2 		$284K Buy
2,331
+275
+13% +$32.5K 0.07% 112
2015
Q1 		$243K Hold
2,056
– – 0.06% 113
2014
Q4 		$208K Buy
2,056
+1,669
+431% +$158K 0.06% 109
2014
Q3 		$33K Hold
387
– – 0.01% 220
2014
Q2 		$32K Buy
+387
New +$30.4K 0.01% 218

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kings Point Capital Management's UNH Position: Q1 2022 in Review

Kings Point Capital Management increased its UnitedHealth (UNH) stake by 4.2% in Q1 2022, buying an estimated $612K and bringing the position to 31,639 shares worth $16.1M. The position accounts for 1.4% of the portfolio, ranked #22.

Kings Point Capital Management first reported a position in UNH in Q2 2014 and has held it in 32 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Kings Point Capital Management held 31,639 shares of UnitedHealth worth $16.1M as of Q1 2022.
  • Kings Point Capital Management bought 1,268 UnitedHealth shares in Q1 2022, an estimated $612K.
  • UnitedHealth made up 1.4% of Kings Point Capital Management's portfolio in Q1 2022, its #22 holding.
  • Kings Point Capital Management first reported a position in UnitedHealth in Q2 2014 and has held it in 32 quarters since.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.