Number of Shares
19,533.00
Current Holdings Value*
$10.60 Mil
% of Portfolio
5.45%
Total Estimate Gain
$24.15 Mil
% of Total Estimate Gain
67.16%

Coho Relative Value Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-01-31, Managed Portfolio Series held 19,533.00 shares of UnitedHealth Group Inc(UNH), totaling $10.60 Mil. This investment constitutes 5.45% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q2. And since then Coho Relative Value Equity Fund has made 4 purchases of UNH, at an average price of $275.06, for a total of 130,756.00 shares. In addition, there have been 14 sales at an average price of $486.85 for 111,223.00 shares. Based on historical transaction data and UNH's current price of $305.62, Coho Relative Value Equity Fund's estimated gain on his UNH holdings is $24.15 Mil, reflecting a 67.16% gain to date.

Coho Relative Value Equity Fund UNH ($305.62) Holding Chart

Coho Relative Value Equity Fund UNH ($305.62) 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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