Kiwi Wealth Investments Limited Partnership’s UnitedHealth UNH Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q4	–	Sell	-73,100	Closed	-$36.9M	–	39
2023 Q3	$36.9M	Buy	73,100 +8,497	+13%	+$4.18M	4.02%	12
2023 Q2	$31.1M	Buy	64,603 +3,555	+6%	+$1.74M	1.92%	7
2023 Q1	$28.9M	Sell	61,048 -8,337	-12%	-$4.02M	1.87%	7
2022 Q4	$36.8M	Sell	69,385 -5,097	-7%	-$2.7M	2.45%	5
2022 Q3	$38.3M	Hold	74,482	–	–	2.65%	5
2022 Q2	$38.3M	Sell	74,482 -11,424	-13%	-$5.74M	2.65%	5
2022 Q1	$43.8M	Sell	85,906 -14,953	-15%	-$7.21M	2.37%	5
2021 Q4	$50.6M	Buy	100,859 +21,729	+27%	+$9.84M	2.4%	7
2021 Q3	$30.9M	Sell	79,130 -23,238	-23%	-$9.62M	1.58%	9
2021 Q2	$41M	Buy	102,368 +18,626	+22%	+$7.43M	2.12%	7
2021 Q1	$31.2M	Buy	83,742 +13,386	+19%	+$4.64M	1.8%	7
2020 Q4	$24.7M	Buy	70,356 +36,804	+110%	+$12.3M	1.45%	13
2020 Q3	$10.5M	Sell	33,552 -16,100	-32%	-$4.95M	0.73%	36
2020 Q2	$14.6M	Sell	49,652 -1,550	-3%	-$444K	1.19%	18
2020 Q1	$12.8M	Sell	51,202 -17,558	-26%	-$4.83M	1.28%	22
2019 Q4	$20.2M	Sell	68,760 -4,504	-6%	-$1.18M	1.49%	13
2019 Q3	$15.9M	Buy	73,264 +19,929	+37%	+$4.81M	1.28%	19
2019 Q2	$13M	Sell	53,335 -7,890	-13%	-$1.9M	1.14%	24
2019 Q1	$15.1M	Sell	61,225 -30,522	-33%	-$7.78M	1.38%	19
2018 Q4	$22.9M	Buy	91,747 +5,540	+6%	+$1.46M	2.4%	7
2018 Q3	$22.9M	Buy	86,207 +43,196	+100%	+$11.2M	2.15%	7
2018 Q2	$10.6M	Sell	43,011 -23,397	-35%	-$5.62M	1%	30
2018 Q1	$14.2M	Buy	66,408 +7,494	+13%	+$1.71M	1.4%	16
2017 Q4	$13M	Sell	58,914 -6,083	-9%	-$1.29M	1.42%	21
2017 Q3	$12.7M	Buy	64,997 +1,292	+2%	+$250K	1.53%	25
2017 Q2	$11.8M	Sell	63,705 -15,323	-19%	-$2.69M	1.08%	15
2017 Q1	$13M	Sell	79,028 -1,629	-2%	-$267K	1.07%	16
2016 Q4	$12.9M	Sell	80,657 -22,558	-22%	-$3.37M	1.1%	19
2016 Q3	$14.4M	Sell	103,215 -4,236	-4%	-$593K	1.25%	17
2016 Q2	$15.2M	Buy	107,451 +20,295	+23%	+$2.71M	1.48%	12
2016 Q1	$11.2M	Buy	+87,156	New	+$10.3M	1.15%	29

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Kiwi Wealth Investments Limited Partnership's UNH Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 73,100 shares — an estimated $36.9M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in UNH in Q1 2016 and held it in 31 quarters. The position peaked at $50.6M in Q4 2021. 3,414 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 73,100 UnitedHealth shares in Q4 2023, an estimated $36.9M.
Kiwi Wealth Investments Limited Partnership first reported a position in UnitedHealth in Q1 2016 and held it in 31 quarters.
Kiwi Wealth Investments Limited Partnership's UnitedHealth position peaked at $50.6M in Q4 2021.
3,414 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.