Harbor Advisory Corp’s UnitedHealth UNH Stock Holding History

Harbor Advisory Corp’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
2024 Q4	–	Sell	-372	Closed	-$218K	–	91
2024 Q3	$218K	Buy	+372	New	+$210K	0.07%	85
2023 Q3	–	Sell	-507	Closed	-$244K	–	89
2023 Q2	$244K	Buy	+507	New	+$248K	0.09%	80
2023 Q1	–	Sell	-397	Closed	-$210K	–	81
2022 Q4	$210K	Sell	397 -9	-2%	-$4.77K	0.09%	77
2022 Q3	$205K	Hold	406	–	–	0.09%	73
2022 Q2	$209K	Buy	406 +9	+2%	+$4.52K	0.09%	75
2022 Q1	$202K	Buy	+397	New	+$191K	0.08%	80

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Advisory Corp's UNH Position: Q4 2024 in Review

Harbor Advisory Corp sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 372 shares — an estimated $218K sold.

Harbor Advisory Corp first reported a position in UNH in Q1 2022 and held it in 6 quarters. The position peaked at $244K in Q2 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Harbor Advisory Corp reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Harbor Advisory Corp sold 372 UnitedHealth shares in Q4 2024, an estimated $218K.
Harbor Advisory Corp first reported a position in UnitedHealth in Q1 2022 and held it in 6 quarters.
Harbor Advisory Corp's UnitedHealth position peaked at $244K in Q2 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Harbor Advisory Corp's 13F filing for Q4 2024, filed 29 Jan 2025.