Number of Shares
827,657.00
Current Holdings Value*
$471.62 Mil
% of Portfolio
1.54%
Total Estimate Gain
$-99.14 Mil
% of Total Estimate Gain
-12.73%

Bank Julius Baer & Co. Ltd, Zurich's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Bank Julius Baer & Co. Ltd, Zurich held 827,657.00 shares of UnitedHealth Group Inc(UNH), totaling $471.62 Mil. This investment constitutes 1.54% of their stock portfolio, and Bank Julius Baer & Co. Ltd, Zurich now holds 0.09% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q1. And since then Bank Julius Baer & Co. Ltd, Zurich has made 15 purchases of UNH, at an average price of $467.05, for a total of 1.67 Mil shares. In addition, there have been 5 sales at an average price of $510.75 for 840,077.00 shares. Based on historical transaction data and UNH's current price of $302.91, Bank Julius Baer & Co. Ltd, Zurich's estimated gain on his UNH holdings is $-99.14 Mil, reflecting a -12.73% gain to date.

Bank Julius Baer & Co. Ltd, Zurich UNH ($302.91) Holding Chart

Bank Julius Baer & Co. Ltd, Zurich UNH ($302.91) 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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