Boston Trust Walden Balanced Fund UNH Holdings History
Number of Shares
6,500.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
3.31%
Total Estimate Gain
$547,508.00
% of Total Estimate Gain
24.66%
Boston Trust Walden Balanced Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Boston Trust Walden Balanced Fund held 6,500.00 shares of UnitedHealth Group Inc(UNH), totaling $3.40 Mil. This investment constitutes 3.31% of their stock portfolio, and Boston Trust Walden Balanced Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $301.34 for 2,700.00 shares. Based on historical transaction data and UNH's current price of $300.58, Boston Trust Walden Balanced Fund's estimated gain on his UNH holdings is $547,508.00, reflecting a 24.66% gain to date.
Boston Trust Walden Balanced Fund UNH ($300.58) Holding Chart
Boston Trust Walden Balanced Fund 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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