Number of Shares
12,365.00
Current Holdings Value*
$6.48 Mil
% of Portfolio
3.93%
Total Estimate Gain
$-2.30 Mil
% of Total Estimate Gain
-33.92%

Athena Investment Management's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Athena Investment Management held 12,365.00 shares of UnitedHealth Group Inc(UNH), totaling $6.48 Mil. This investment constitutes 3.93% of their stock portfolio, and Athena Investment Management now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q1. And since then Athena Investment Management has made 1 purchases of UNH, at an average price of $482.11, for a total of 14,063.00 shares. In addition, there have been 10 sales at an average price of $540.74 for 1,698.00 shares. Based on historical transaction data and UNH's current price of $288.07, Athena Investment Management's estimated gain on his UNH holdings is $-2.30 Mil, reflecting a -33.92% gain to date.

Athena Investment Management UNH ($288.07) Holding Chart

Athena Investment Management UNH ($288.07) 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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