Number of Shares
13,950.00
Current Holdings Value*
$7.31 Mil
% of Portfolio
2.99%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
25.35%

Boston Trust Walden Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Boston Trust Walden Equity Fund held 13,950.00 shares of UnitedHealth Group Inc(UNH), totaling $7.31 Mil. This investment constitutes 2.99% of their stock portfolio, and Boston Trust Walden Equity Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then Boston Trust Walden Equity Fund has made 1 purchases of UNH, at an average price of $271.50, for a total of 20,025.00 shares. In addition, there have been 12 sales at an average price of $482.14 for 6,075.00 shares. Based on historical transaction data and UNH's current price of $278.58, Boston Trust Walden Equity Fund's estimated gain on his UNH holdings is $1.38 Mil, reflecting a 25.35% gain to date.

Boston Trust Walden Equity Fund UNH ($278.58) Holding Chart

Boston Trust Walden Equity 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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