Number of Shares
8,259.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
4.87%
Total Estimate Gain
$3.66 Mil
% of Total Estimate Gain
14.58%

BrandywineGLOBAL - Diversified US Large Cap Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Legg Mason Global Asset Management Trust held 8,259.00 shares of UnitedHealth Group Inc(UNH), totaling $4.33 Mil. This investment constitutes 4.87% of their stock portfolio, and Legg Mason Global Asset Management Trust now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q3. And since then BrandywineGLOBAL - Diversified US Large Cap Value Fund has made 5 purchases of UNH, at an average price of $349.73, for a total of 71,844.00 shares. In addition, there have been 2 sales at an average price of $413.41 for 63,585.00 shares. Based on historical transaction data and UNH's current price of $302.91, BrandywineGLOBAL - Diversified US Large Cap Value Fund's estimated gain on his UNH holdings is $3.66 Mil, reflecting a 14.58% gain to date.

BrandywineGLOBAL - Diversified US Large Cap Value Fund UNH ($302.91) Holding Chart

BrandywineGLOBAL - Diversified US Large Cap Value Fund 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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