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Shepherd Kaplan Krochuk’s UnitedHealth UNH Stock Holding History

Shepherd Kaplan Krochuk’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
2018
Q2 		– Sell
-6,000
Closed -$1.28M – 254
2018
Q1 		$1.28M Buy
+6,000
New +$1.37M 0.78% 28

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shepherd Kaplan Krochuk's UNH Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 1,617 shares — an estimated $817K sold.

Shepherd Kaplan Krochuk first reported a position in UNH in Q2 2013 and held it in 38 quarters. The position peaked at $1.76M in Q4 2019. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Shepherd Kaplan Krochuk reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,617 UnitedHealth shares in Q4 2022, an estimated $817K.
  • Shepherd Kaplan Krochuk first reported a position in UnitedHealth in Q2 2013 and held it in 38 quarters.
  • Shepherd Kaplan Krochuk's UnitedHealth position peaked at $1.76M in Q4 2019.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.