BNY Mellon Tax Managed Growth Fund UNH Holdings History
BNY Mellon Tax Managed Growth Fund's UnitedHealth Group Inc Holding Summary
As of 2025-01-31, BNY Mellon Investment Funds IV, Inc. held 8,520.00 shares of UnitedHealth Group Inc(UNH), totaling $4.62 Mil. This investment constitutes 3.46% of their stock portfolio, and BNY Mellon Investment Funds IV, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q4. And since then BNY Mellon Tax Managed Growth Fund has made 1 purchases of UNH, at an average price of $248.28, for a total of 9,625.00 shares. In addition, there have been 9 sales at an average price of $520.09 for 1,105.00 shares. Based on historical transaction data and UNH's current price of $278.58, BNY Mellon Tax Managed Growth Fund's estimated gain on his UNH holdings is $558,515.40, reflecting a 23.37% gain to date.
BNY Mellon Tax Managed Growth Fund UNH ($278.58) Holding Chart
BNY Mellon Tax Managed Growth Fund UNH ($278.58) 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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