Harvest Group Wealth Management’s UnitedHealth UNH Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-264	Closed	-$93K	–	675
2020 Q4	$93K	Buy	264 +31	+13%	+$10.4K	0.06%	70
2020 Q3	$73K	Buy	233 +94	+68%	+$28.9K	0.05%	74
2020 Q2	$40K	Buy	139 +12	+9%	+$3.44K	0.03%	95
2020 Q1	$31K	Hold	127	–	–	0.03%	103
2019 Q4	$37K	Hold	127	–	–	0.03%	99
2019 Q3	$28K	Hold	127	–	–	0.03%	123
2019 Q2	$30K	Hold	127	–	–	0.04%	107
2019 Q1	$31K	Buy	+127	New	+$32.4K	0.03%	119

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

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

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

Harvest Group Wealth Management's UNH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 264 shares — an estimated $93K sold.

Harvest Group Wealth Management first reported a position in UNH in Q1 2019 and held it in 8 quarters. The position peaked at $93K in Q4 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Harvest Group Wealth Management reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 264 UnitedHealth shares in Q1 2021, an estimated $93K.
Harvest Group Wealth Management first reported a position in UnitedHealth in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's UnitedHealth position peaked at $93K in Q4 2020.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.