Number of Shares
73,534.00
Current Holdings Value*
$38.51 Mil
% of Portfolio
3.84%
Total Estimate Gain
$-15.24 Mil
% of Total Estimate Gain
-39.85%

DAVENPORT CORE LEADERS FUND's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, DAVENPORT CORE LEADERS FUND held 73,534.00 shares of UnitedHealth Group Inc(UNH), totaling $38.51 Mil. This investment constitutes 3.84% of their stock portfolio, and DAVENPORT CORE LEADERS FUND now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q1. And since then DAVENPORT CORE LEADERS FUND has made 4 purchases of UNH, at an average price of $508.79, for a total of 75,183.00 shares. In addition, there have been 2 sales at an average price of $516.87 for 1,649.00 shares. Based on historical transaction data and UNH's current price of $301.32, DAVENPORT CORE LEADERS FUND's estimated gain on his UNH holdings is $-15.24 Mil, reflecting a -39.85% gain to date.

DAVENPORT CORE LEADERS FUND UNH ($301.32) Holding Chart

DAVENPORT CORE LEADERS FUND UNH ($301.32) 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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