Number of Shares
4,014.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
0.91%
Total Estimate Gain
$-588,388.70
% of Total Estimate Gain
-7.58%

Aristotle Growth Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Aristotle Growth Equity Fund held 4,014.00 shares of UnitedHealth Group Inc(UNH), totaling $2.10 Mil. This investment constitutes 0.91% of their stock portfolio, and Aristotle Growth Equity Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q2. And since then Aristotle Growth Equity Fund has made 2 purchases of UNH, at an average price of $497.03, for a total of 15,609.00 shares. In addition, there have been 5 sales at an average price of $520.50 for 11,595.00 shares. Based on historical transaction data and UNH's current price of $282.65, Aristotle Growth Equity Fund's estimated gain on his UNH holdings is $-588,388.70, reflecting a -7.58% gain to date.

Aristotle Growth Equity Fund UNH ($282.65) Holding Chart

Aristotle Growth 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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