Number of Shares
1.03 Mil
Current Holdings Value*
$539.97 Mil
% of Portfolio
6.3%
Total Estimate Gain
$41.54 Mil
% of Total Estimate Gain
9.53%

Allen Investment Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Allen Investment Management, LLC held 1.03 Mil shares of UnitedHealth Group Inc(UNH), totaling $539.97 Mil. This investment constitutes 6.3% of their stock portfolio, and Allen Investment Management, LLC now holds 0.11% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q3. And since then Allen Investment Management, LLC has made 18 purchases of UNH, at an average price of $322.94, for a total of 1.35 Mil shares. In addition, there have been 9 sales at an average price of $517.67 for 319,374.00 shares. Based on historical transaction data and UNH's current price of $302.91, Allen Investment Management, LLC's estimated gain on his UNH holdings is $41.54 Mil, reflecting a 9.53% gain to date.

Allen Investment Management, LLC UNH ($302.91) Holding Chart

Allen Investment Management, LLC UNH ($302.91) 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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