Calvert Balanced Fund UNH Holdings History
Calvert Balanced Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 15,780.00 shares of UnitedHealth Group Inc(UNH), totaling $8.26 Mil. This investment constitutes 1.02% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q4. And since then Calvert Balanced Fund has made 1 purchases of UNH, at an average price of $567.94, for a total of 1.09 Mil shares. In addition, there have been 1 sales at an average price of $511.20 for 1.07 Mil shares. Based on historical transaction data and UNH's current price of $288.74, Calvert Balanced Fund's estimated gain on his UNH holdings is $-65.29 Mil, reflecting a -10.56% gain to date.
Calvert Balanced Fund UNH ($288.74) Holding Chart
Calvert Balanced Fund UNH ($288.74) 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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