Ancora Dividend Value Equity Fund UNH Holdings History
Ancora Dividend Value Equity Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, ANCORA TRUST held 3,963.00 shares of UnitedHealth Group Inc(UNH), totaling $2.08 Mil. This investment constitutes 4.95% of their stock portfolio, and ANCORA TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 5 purchases of UNH, at an average price of $403.42, for a total of 3,963.00 shares. Based on historical transaction data and UNH's current price of $282.14, Ancora Dividend Value Equity Fund's estimated gain on his UNH holdings is $-480,616.29, reflecting a -30.06% gain to date.
Ancora Dividend Value Equity Fund UNH ($282.14) Holding Chart
Ancora Dividend Value Equity Fund UNH ($282.14) 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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