Number of Shares
8,006.00
Current Holdings Value*
$4.19 Mil
% of Portfolio
2.32%
Total Estimate Gain
$-2.24 Mil
% of Total Estimate Gain
-48.11%

Cascades Capital Asset Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Cascades Capital Asset Management, LLC held 8,006.00 shares of UnitedHealth Group Inc(UNH), totaling $4.19 Mil. This investment constitutes 2.32% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 1 purchases of UNH, at an average price of $565.61, for a total of 8,217.00 shares. In addition, there have been 1 sales at an average price of $511.20 for 211.00 shares. Based on historical transaction data and UNH's current price of $287.77, Cascades Capital Asset Management, LLC's estimated gain on his UNH holdings is $-2.24 Mil, reflecting a -48.11% gain to date.

Cascades Capital Asset Management, LLC UNH ($287.77) Holding Chart

Cascades Capital Asset Management, LLC UNH ($287.77) 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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