Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-204,944.88
% of Total Estimate Gain
-9.99%

Calvert Focused Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% 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 Focused Value Fund has made 1 purchases of UNH, at an average price of $567.94, for a total of 3,612.00 shares. In addition, there have been 1 sales at an average price of $511.20 for 3,612.00 shares. Based on historical transaction data and UNH's current price of $288.69, Calvert Focused Value Fund's estimated gain on his UNH holdings is $-204,944.88, reflecting a -9.99% gain to date.

Calvert Focused Value Fund UNH ($288.69) Holding Chart

Calvert Focused Value Fund UNH ($288.69) 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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