Number of Shares
91,759.00
Current Holdings Value*
$37.75 Mil
% of Portfolio
2.41%
Total Estimate Gain
$10.19 Mil
% of Total Estimate Gain
26.93%

CIBC Atlas Disciplined Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, ADVISORS' INNER CIRCLE FUND held 91,759.00 shares of UnitedHealth Group Inc(UNH), totaling $37.75 Mil. This investment constitutes 2.41% of their stock portfolio, and ADVISORS' INNER CIRCLE FUND now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then CIBC Atlas Disciplined Equity Fund has made 3 purchases of UNH, at an average price of $256.35, for a total of 147,641.00 shares. In addition, there have been 18 sales at an average price of $395.56 for 55,882.00 shares. Based on historical transaction data and UNH's current price of $282.65, CIBC Atlas Disciplined Equity Fund's estimated gain on his UNH holdings is $10.19 Mil, reflecting a 26.93% gain to date.

CIBC Atlas Disciplined Equity Fund UNH ($282.65) Holding Chart

CIBC Atlas Disciplined Equity Fund UNH ($282.65) 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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