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Kore Private Wealth’s UnitedHealth UNH Stock Holding History

Kore Private Wealth’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
Q3 		$499K Buy
987
+17
+2% +$8.94K 0.09% 137
2022
Q2 		$498K Sell
970
-38
-4% -$19.1K 0.08% 163
2022
Q1 		$514K Buy
1,008
+502
+99% +$242K 0.06% 170
2021
Q4 		$254K Sell
506
-3,409
-87% -$1.54M 0.03% 260
2021
Q3 		$1.53M Buy
3,915
+224
+6% +$92.8K 0.16% 108
2021
Q2 		$1.48M Buy
3,691
+1,571
+74% +$626K 0.17% 105
2021
Q1 		$789K Buy
2,120
+69
+3% +$23.9K 0.11% 132
2020
Q4 		$719K Buy
2,051
+526
+34% +$176K 0.11% 126
2020
Q3 		$476K Buy
1,525
+179
+13% +$55K 0.09% 140
2020
Q2 		$397K Sell
1,346
-271
-17% -$77.7K 0.08% 148
2020
Q1 		$403K Buy
1,617
+281
+21% +$77.3K 0.1% 131
2019
Q4 		$393K Sell
1,336
-32
-2% -$8.37K 0.07% 165
2019
Q3 		$297K Buy
1,368
+291
+27% +$70.2K 0.07% 176
2019
Q2 		$263K Buy
1,077
+52
+5% +$12.5K 0.06% 184
2019
Q1 		$253K Sell
1,025
-26
-2% -$6.63K 0.06% 174
2018
Q4 		$262K Buy
+1,051
New +$278K 0.07% 169

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Kore Private Wealth's UNH Position: Q3 2022 in Review

Kore Private Wealth increased its UnitedHealth (UNH) stake by 1.8% in Q3 2022, buying an estimated $8.94K and bringing the position to 987 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #137.

Kore Private Wealth first reported a position in UNH in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.53M in Q3 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Kore Private Wealth held 987 shares of UnitedHealth worth $499K as of Q3 2022.
  • Kore Private Wealth bought 17 UnitedHealth shares in Q3 2022, an estimated $8.94K.
  • UnitedHealth made up 0.09% of Kore Private Wealth's portfolio in Q3 2022, its #137 holding.
  • Kore Private Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's UnitedHealth position peaked at $1.53M in Q3 2021.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.