Bar Harbor Trust Services’s UnitedHealth UNH Stock Holding History

Bar Harbor Trust Services’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 Q2	–	Sell	-3,517	Closed	-$1.79M	–	113
2022 Q1	$1.79M	Buy	3,517 +378	+12%	+$182K	0.54%	43
2021 Q4	$1.58M	Sell	3,139 -14	-0.4%	-$6.34K	0.42%	56
2021 Q3	$1.23M	Buy	3,153 +165	+6%	+$68.3K	0.38%	65
2021 Q2	$1.2M	Buy	2,988 +147	+5%	+$58.6K	0.38%	56
2021 Q1	$1.06M	Buy	2,841 +86	+3%	+$29.8K	0.39%	58
2020 Q4	$966K	Buy	2,755 +25	+0.9%	+$8.38K	0.36%	57
2020 Q3	$851K	Buy	2,730 +116	+4%	+$35.6K	0.36%	52
2020 Q2	$771K	Buy	2,614 +123	+5%	+$35.2K	0.35%	53
2020 Q1	$621K	Sell	2,491 -386	-13%	-$106K	0.44%	46
2019 Q4	$846K	Buy	+2,877	New	+$753K	0.34%	57

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bar Harbor Trust Services's UNH Position: Q2 2022 in Review

Bar Harbor Trust Services sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 3,517 shares — an estimated $1.79M sold.

Bar Harbor Trust Services first reported a position in UNH in Q4 2019 and held it in 10 quarters. The position peaked at $1.79M in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Bar Harbor Trust Services reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Bar Harbor Trust Services sold 3,517 UnitedHealth shares in Q2 2022, an estimated $1.79M.
Bar Harbor Trust Services first reported a position in UnitedHealth in Q4 2019 and held it in 10 quarters.
Bar Harbor Trust Services's UnitedHealth position peaked at $1.79M in Q1 2022.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Bar Harbor Trust Services's 13F filing for Q2 2022.