Aspiriant Risk-Managed Equity Allocation Fund UNH Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Aspiriant Trust held 16,055.00 shares of UnitedHealth Group Inc(UNH), totaling $8.41 Mil. This investment constitutes 1.66% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 10 purchases of UNH, at an average price of $425.18, for a total of 22,306.00 shares. In addition, there have been 7 sales at an average price of $503.76 for 6,251.00 shares. Based on historical transaction data and UNH's current price of $282.65, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his UNH holdings is $-1.80 Mil, reflecting a -18.95% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund UNH ($282.65) Holding Chart
Aspiriant Risk-Managed Equity Allocation 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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