BTR CAPITAL MANAGEMENT INC UNH Holdings History
BTR CAPITAL MANAGEMENT INC's UnitedHealth Group Inc Holding Summary
As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 42,198.00 shares of UnitedHealth Group Inc(UNH), totaling $21.31 Mil. This investment constitutes 3.33% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2018Q3. And since then BTR CAPITAL MANAGEMENT INC has made 13 purchases of UNH, at an average price of $262.64, for a total of 43,743.00 shares. In addition, there have been 4 sales at an average price of $435.37 for 1,545.00 shares. Based on historical transaction data and UNH's current price of $300.58, BTR CAPITAL MANAGEMENT INC's estimated gain on his UNH holdings is $1.87 Mil, reflecting a 16.26% gain to date.
BTR CAPITAL MANAGEMENT INC UNH ($300.58) Holding Chart
BTR CAPITAL MANAGEMENT INC UNH ($300.58) 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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