Copeland Dividend Growth Fund UNH Holdings History
Copeland Dividend Growth Fund's UnitedHealth Group Inc Holding Summary
As of 2025-02-28, Copeland Dividend Growth Fund held 1,068.00 shares of UnitedHealth Group Inc(UNH), totaling $507,260.00. This investment constitutes 1.54% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q2. And since then Copeland Dividend Growth Fund has made 1 purchases of UNH, at an average price of $289.99, for a total of 3,719.00 shares. In addition, there have been 17 sales at an average price of $443.57 for 2,651.00 shares. Based on historical transaction data and UNH's current price of $288.30, Copeland Dividend Growth Fund's estimated gain on his UNH holdings is $405,339.37, reflecting a 37.58% gain to date.
Copeland Dividend Growth Fund UNH ($288.30) Holding Chart
Copeland Dividend Growth Fund UNH ($288.30) 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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