Number of Shares
10,600.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
2.25%
Total Estimate Gain
$-2.30 Mil
% of Total Estimate Gain
-43.46%

Advisors Capital Total Return - Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 10,600.00 shares of UnitedHealth Group Inc(UNH), totaling $5.55 Mil. This investment constitutes 2.25% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Advisors Capital Total Return - Equity Fund has made 6 purchases of UNH, at an average price of $499.92, for a total of 10,600.00 shares. Based on historical transaction data and UNH's current price of $282.65, Advisors Capital Total Return - Equity Fund's estimated gain on his UNH holdings is $-2.30 Mil, reflecting a -43.46% gain to date.

Advisors Capital Total Return - Equity Fund UNH ($282.65) Holding Chart

Advisors Capital Total Return - Equity Fund UNH ($282.65) 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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