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Horan Securities’s UnitedHealth UNH Stock Holding History

Horan Securities’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
-3,568
Closed -$1.72M – 630
2023
Q2 		$1.72M Buy
3,568
+19
+0.5% +$9.29K 0.73% 13
2023
Q1 		$1.68M Sell
3,549
-9
-0.3% -$4.34K 0.86% 9
2022
Q4 		$1.89M Buy
3,558
+65
+2% +$34.4K 1.06% 7
2022
Q3 		$1.76M Buy
3,493
+9
+0.3% +$4.73K 1.09% 9
2022
Q2 		$1.81M Buy
3,484
+49
+1% +$24.6K 1.09% 10
2022
Q1 		$1.75M Buy
3,435
+3,420
+22,800% +$1.65M 1.03% 11
2021
Q4 		$8K Buy
+15
New +$6.79K ﹤0.01% 349
2021
Q1 		– Sell
-16
Closed -$6K – 458
2020
Q4 		$6K Hold
16
– – ﹤0.01% 303
2020
Q3 		$5K Hold
16
– – 0.01% 267
2020
Q2 		$5K Buy
+16
New +$4.58K 0.01% 244
2019
Q3 		– Sell
-11
Closed -$3K – 294
2019
Q2 		$3K Buy
+11
New +$2.65K ﹤0.01% 249

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horan Securities's UNH Position: Q3 2023 in Review

Horan Securities sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 3,568 shares — an estimated $1.72M sold.

Horan Securities first reported a position in UNH in Q2 2019 and held it in 11 quarters. The position peaked at $1.89M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Horan Securities reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 3,568 UnitedHealth shares in Q3 2023, an estimated $1.72M.
  • Horan Securities first reported a position in UnitedHealth in Q2 2019 and held it in 11 quarters.
  • Horan Securities's UnitedHealth position peaked at $1.89M in Q4 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.