Number of Shares
25,952.00
Current Holdings Value*
$13.59 Mil
% of Portfolio
2.5%
Total Estimate Gain
$8.06 Mil
% of Total Estimate Gain
19.72%

Bell Asset Management Ltd's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Bell Asset Management Ltd held 25,952.00 shares of UnitedHealth Group Inc(UNH), totaling $13.59 Mil. This investment constitutes 2.5% of their stock portfolio, and Bell Asset Management Ltd now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Bell Asset Management Ltd has made 17 purchases of UNH, at an average price of $324.42, for a total of 126,016.00 shares. In addition, there have been 11 sales at an average price of $414.31 for 100,064.00 shares. Based on historical transaction data and UNH's current price of $288.50, Bell Asset Management Ltd's estimated gain on his UNH holdings is $8.06 Mil, reflecting a 19.72% gain to date.

Bell Asset Management Ltd UNH ($288.50) Holding Chart

Bell Asset Management Ltd UNH ($288.50) 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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