DAVENPORT & Co LLC UNH Holdings History

Number of Shares
442,716.00
Current Holdings Value*
$231.24 Mil
% of Portfolio
1.34%
Total Estimate Gain
$-60.00 Mil
% of Total Estimate Gain
-29.01%

DAVENPORT & Co LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, DAVENPORT & Co LLC held 442,716.00 shares of UnitedHealth Group Inc(UNH), totaling $231.24 Mil. This investment constitutes 1.34% of their stock portfolio, and DAVENPORT & Co LLC now holds 0.05% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2013Q4. And since then DAVENPORT & Co LLC has made 20 purchases of UNH, at an average price of $427.60, for a total of 483,631.00 shares. In addition, there have been 17 sales at an average price of $347.14 for 40,915.00 shares. Based on historical transaction data and UNH's current price of $299.51, DAVENPORT & Co LLC's estimated gain on his UNH holdings is $-60.00 Mil, reflecting a -29.01% gain to date.

DAVENPORT & Co LLC UNH ($299.51) Holding Chart

DAVENPORT & Co LLC UNH ($299.51) 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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