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Royal Harbor Partners’s UnitedHealth UNH Stock Holding History

Royal Harbor Partners’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
-4,157
Closed -$1.96M – 78
2023
Q1 		$1.96M Buy
4,157
+27
+0.7% +$13K 1.05% 29
2022
Q4 		$2.19M Sell
4,130
-205
-5% -$109K 1.35% 26
2022
Q3 		$2.19M Sell
4,335
-224
-5% -$118K 1.5% 24
2022
Q2 		$2.34M Buy
4,559
+1,624
+55% +$816K 1.6% 22
2022
Q1 		$1.5M Sell
2,935
-293
-9% -$141K 0.96% 30
2021
Q4 		$1.62M Buy
3,228
+91
+3% +$41.2K 1.03% 26
2021
Q3 		$1.23M Sell
3,137
-186
-6% -$77K 0.87% 41
2021
Q2 		$1.33M Buy
3,323
+61
+2% +$24.3K 0.89% 38
2021
Q1 		$1.21M Buy
3,262
+175
+6% +$60.6K 0.93% 33
2020
Q4 		$1.08M Sell
3,087
-1
-0% -$335 0.91% 43
2020
Q3 		$963K Sell
3,088
-2,348
-43% -$721K 0.9% 22
2020
Q2 		$1.6M Buy
+5,436
New +$1.56M 1.58% 14

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

Royal Harbor Partners's UNH Position: Q2 2023 in Review

Royal Harbor Partners sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 4,157 shares — an estimated $1.96M sold.

Royal Harbor Partners first reported a position in UNH in Q2 2020 and held it in 12 quarters. The position peaked at $2.34M in Q2 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Royal Harbor Partners reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Royal Harbor Partners sold 4,157 UnitedHealth shares in Q2 2023, an estimated $1.96M.
  • Royal Harbor Partners first reported a position in UnitedHealth in Q2 2020 and held it in 12 quarters.
  • Royal Harbor Partners's UnitedHealth position peaked at $2.34M in Q2 2022.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Royal Harbor Partners's 13F filing for Q2 2023, filed 24 Jul 2023.