Davis-Rea Ltd. UNH Holdings History

Number of Shares
23,548.00
Current Holdings Value*
$12.33 Mil
% of Portfolio
3.28%
Total Estimate Gain
$673,902.90
% of Total Estimate Gain
0.64%

Davis-Rea Ltd.'s UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Davis-Rea Ltd. held 23,548.00 shares of UnitedHealth Group Inc(UNH), totaling $12.33 Mil. This investment constitutes 3.28% of their stock portfolio, and Davis-Rea Ltd. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Davis-Rea Ltd. has made 17 purchases of UNH, at an average price of $479.17, for a total of 218,700.00 shares. In addition, there have been 5 sales at an average price of $504.17 for 195,152.00 shares. Based on historical transaction data and UNH's current price of $300.58, Davis-Rea Ltd.'s estimated gain on his UNH holdings is $673,902.90, reflecting a 0.64% gain to date.

Davis-Rea Ltd. UNH ($300.58) Holding Chart

Davis-Rea Ltd. UNH ($300.58) 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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