ALPS Balanced Opportunity Fund UNH Holdings History
ALPS Balanced Opportunity Fund's UnitedHealth Group Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 202.00 shares of UnitedHealth Group Inc(UNH), totaling $83,110.00. This investment constitutes 0.74% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 7 purchases of UNH, at an average price of $368.63, for a total of 2,292.00 shares. In addition, there have been 7 sales at an average price of $503.54 for 2,090.00 shares. Based on historical transaction data and UNH's current price of $308.55, ALPS Balanced Opportunity Fund's estimated gain on his UNH holdings is $269,838.98, reflecting a 31.94% gain to date.
ALPS Balanced Opportunity Fund UNH ($308.55) Holding Chart
ALPS Balanced Opportunity Fund UNH ($308.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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