HCA
UNH icon

Harbor Capital Advisors’s UnitedHealth UNH Stock Holding History

Harbor Capital Advisors’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
Q3 		– Sell
-1,207
Closed -$580K – 640
2023
Q2 		$580K Buy
1,207
+2
+0.2% +$978 0.12% 209
2023
Q1 		$569K Sell
1,205
-59
-5% -$28.5K 0.16% 127
2022
Q4 		$670K Buy
+1,264
New +$670K 0.65% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harbor Capital Advisors's UNH Position: Q3 2023 in Review

Harbor Capital Advisors sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,207 shares — an estimated $580K sold.

Harbor Capital Advisors first reported a position in UNH in Q4 2022 and held it in 3 quarters. The position peaked at $670K in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Harbor Capital Advisors reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Harbor Capital Advisors sold 1,207 UnitedHealth shares in Q3 2023, an estimated $580K.
  • Harbor Capital Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 3 quarters.
  • Harbor Capital Advisors's UnitedHealth position peaked at $670K in Q4 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Harbor Capital Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.