Kula Investments’s UnitedHealth UNH Stock Holding History

Kula Investments’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 Q1	–	Sell	-951	Closed	-$504K	–	862
2022 Q4	$504K	Buy	+951	New	+$504K	0.15%	207

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Kula Investments's UNH Position: Q1 2023 in Review

Kula Investments sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 951 shares — an estimated $504K sold.

Kula Investments first reported a position in UNH in Q4 2022 and held it in 1 quarter. The position peaked at $504K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Kula Investments reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 951 UnitedHealth shares in Q1 2023, an estimated $504K.
Kula Investments first reported a position in UnitedHealth in Q4 2022 and held it in 1 quarter.
Kula Investments's UnitedHealth position peaked at $504K in Q4 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.