Coho Relative Value ESG Fund UNH Holdings History
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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