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United Capital Management of KS’s UnitedHealth UNH Stock Holding History

United Capital Management of KS’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
Q2 		– Sell
-462
Closed -$218K – 88
2023
Q1 		$218K Sell
462
-8,218
-95% -$3.97M 0.08% 79
2022
Q4 		$4.6M Sell
8,680
-260
-3% -$138K 1.9% 15
2022
Q3 		$4.51M Buy
8,940
+50
+0.6% +$26.3K 2.11% 15
2022
Q2 		$4.57M Sell
8,890
-271
-3% -$136K 2.15% 12
2022
Q1 		$4.67M Buy
9,161
+2
+0% +$965 1.81% 19
2021
Q4 		$4.6M Buy
9,159
+470
+5% +$213K 1.72% 17
2021
Q3 		$3.4M Buy
8,689
+384
+5% +$159K 1.39% 30
2021
Q2 		$3.33M Buy
8,305
+758
+10% +$302K 1.36% 29
2021
Q1 		$2.81M Buy
7,547
+2,672
+55% +$926K 1.29% 32
2020
Q4 		$1.71M Buy
4,875
+463
+10% +$155K 0.78% 47
2020
Q3 		$1.38M Buy
4,412
+334
+8% +$103K 0.72% 50
2020
Q2 		$1.2M Buy
4,078
+519
+15% +$149K 0.7% 49
2020
Q1 		$888K Buy
3,559
+904
+34% +$249K 0.75% 44
2019
Q4 		$780K Buy
2,655
+271
+11% +$70.9K 0.49% 63
2019
Q3 		$528K Buy
2,384
+203
+9% +$49K 0.39% 72
2019
Q2 		$529K Buy
2,181
+396
+22% +$95.2K 0.4% 70
2019
Q1 		$411K Buy
1,785
+653
+58% +$167K 0.32% 77
2018
Q4 		$282K Buy
1,132
+260
+30% +$68.7K 0.26% 88
2018
Q3 		$231K Buy
+872
New +$227K 0.19% 102

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's UNH Position: Q2 2023 in Review

United Capital Management of KS sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 462 shares — an estimated $218K sold.

United Capital Management of KS first reported a position in UNH in Q3 2018 and held it in 19 quarters. The position peaked at $4.67M in Q1 2022. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • United Capital Management of KS reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • United Capital Management of KS sold 462 UnitedHealth shares in Q2 2023, an estimated $218K.
  • United Capital Management of KS first reported a position in UnitedHealth in Q3 2018 and held it in 19 quarters.
  • United Capital Management of KS's UnitedHealth position peaked at $4.67M in Q1 2022.
  • 3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on United Capital Management of KS's 13F filing for Q2 2023, filed 4 Aug 2023.