Davis-Rea Ltd. UNH Holdings History

Number of Shares

20,188.00

$6.30 Mil

% of Portfolio

1.56%

Total Estimate Gain

$511,536.50

% of Total Estimate Gain

0.49%

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

As of 2025-06-30, Davis-Rea Ltd. held 20,188.00 shares of UnitedHealth Group Inc(UNH), totaling $6.30 Mil. This investment constitutes 1.56% 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 6 sales at an average price of $502.14 for 198,512.00 shares. Based on historical transaction data and UNH's current price of $278.58, Davis-Rea Ltd.'s estimated gain on his UNH holdings is $511,536.50, reflecting a 0.49% gain to date.

Davis-Rea Ltd. UNH ($278.58) Holding Chart

Davis-Rea Ltd. UNH ($278.58) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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