Number of Shares
76,516.00
Current Holdings Value*
$40.08 Mil
% of Portfolio
2.81%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
8.29%

Aureus Asset Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held 76,516.00 shares of UnitedHealth Group Inc(UNH), totaling $40.08 Mil. This investment constitutes 2.81% of their stock portfolio, and Aureus Asset Management, LLC now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2015Q4. And since then Aureus Asset Management, LLC has made 17 purchases of UNH, at an average price of $346.33, for a total of 115,731.00 shares. In addition, there have been 11 sales at an average price of $513.40 for 39,215.00 shares. Based on historical transaction data and UNH's current price of $304.10, Aureus Asset Management, LLC's estimated gain on his UNH holdings is $3.32 Mil, reflecting a 8.29% gain to date.

Aureus Asset Management, LLC UNH ($304.10) Holding Chart

Aureus Asset Management, LLC UNH ($304.10) 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 %

Top Ranked Articles

  • 1