Number of Shares
136,413.00
Current Holdings Value*
$56.13 Mil
% of Portfolio
2.6%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
3.71%

ClearBridge Large Cap Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, LEGG MASON PARTNERS EQUITY TRUST held 136,413.00 shares of UnitedHealth Group Inc(UNH), totaling $56.13 Mil. This investment constitutes 2.6% of their stock portfolio, and LEGG MASON PARTNERS EQUITY TRUST now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then ClearBridge Large Cap Value Fund has made 6 purchases of UNH, at an average price of $362.75, for a total of 248,649.00 shares. In addition, there have been 10 sales at an average price of $483.37 for 112,236.00 shares. Based on historical transaction data and UNH's current price of $288.07, ClearBridge Large Cap Value Fund's estimated gain on his UNH holdings is $3.35 Mil, reflecting a 3.71% gain to date.

ClearBridge Large Cap Value Fund UNH ($288.07) Holding Chart

ClearBridge Large Cap Value 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 %

Top Ranked Articles

  • 1