Number of Shares
3,503.00
Current Holdings Value*
$1.44 Mil
% of Portfolio
4.29%
Total Estimate Gain
$-211,675.62
% of Total Estimate Gain
-8.90%

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

As of 2025-04-30, Managed Portfolio Series held 3,503.00 shares of UnitedHealth Group Inc(UNH), totaling $1.44 Mil. This investment constitutes 4.29% 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 ESG Fund has made 11 purchases of UNH, at an average price of $417.43, for a total of 5,697.00 shares. In addition, there have been 8 sales at an average price of $533.72 for 2,194.00 shares. Based on historical transaction data and UNH's current price of $284.17, Coho Relative Value ESG Fund's estimated gain on his UNH holdings is $-211,675.62, reflecting a -8.90% gain to date.

Coho Relative Value ESG Fund UNH ($284.17) Holding Chart

Coho Relative Value ESG Fund UNH ($284.17) 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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