Harvest Volatility Management’s UnitedHealth UNH Stock Holding History

Harvest Volatility 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
2023 Q3	–	Sell	-5,672	Closed	-$2.73M	–	117
2023 Q2	$2.73M	Buy	5,672 +174	+3%	+$85.1K	0.55%	33
2023 Q1	$2.58M	Sell	5,498 -324	-6%	-$156K	0.52%	35
2022 Q4	$3.09M	Sell	5,822 -2,051	-26%	-$1.09M	0.62%	35
2022 Q3	$4.01M	Buy	7,873 +568	+8%	+$299K	0.69%	29
2022 Q2	$3.75M	Buy	7,305 +637	+10%	+$320K	0.6%	35
2022 Q1	$3.4M	Buy	6,668 +6,665	+222,167%	+$3.21M	0.38%	47
2021 Q4	$1.59K	Buy	+3	New	+$1.36K	﹤0.01%	111

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Volatility Management's UNH Position: Q3 2023 in Review

Harvest Volatility Management sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 5,672 shares — an estimated $2.73M sold.

Harvest Volatility Management first reported a position in UNH in Q4 2021 and held it in 7 quarters. The position peaked at $4.01M in Q3 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Harvest Volatility Management reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Harvest Volatility Management sold 5,672 UnitedHealth shares in Q3 2023, an estimated $2.73M.
Harvest Volatility Management first reported a position in UnitedHealth in Q4 2021 and held it in 7 quarters.
Harvest Volatility Management's UnitedHealth position peaked at $4.01M in Q3 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.