Number of Shares
27,445.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-7.66 Mil
% of Total Estimate Gain
-26.64%

Calvert U.S. Large Cap Value Responsible Index Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Calvert U.S. Large Cap Value Responsible Index Fund held 27,445.00 shares of UnitedHealth Group Inc(UNH), totaling $14.37 Mil. This investment constitutes 0.82% of their stock portfolio, and Calvert U.S. Large Cap Value Responsible Index Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q4. And since then Calvert U.S. Large Cap Value Responsible Index Fund has made 3 purchases of UNH, at an average price of $532.15, for a total of 54,018.00 shares. In addition, there have been 3 sales at an average price of $496.11 for 26,573.00 shares. Based on historical transaction data and UNH's current price of $288.07, Calvert U.S. Large Cap Value Responsible Index Fund's estimated gain on his UNH holdings is $-7.66 Mil, reflecting a -26.64% gain to date.

Calvert U.S. Large Cap Value Responsible Index Fund UNH ($288.07) Holding Chart

Calvert U.S. Large Cap Value Responsible Index Fund UNH ($288.07) 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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