Number of Shares
8,900.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
6.68%
Total Estimate Gain
$-393,146.00
% of Total Estimate Gain
-12.60%

Delaware Covered Call Strategy Fund's UnitedHealth Group Inc Holding Summary

As of 2024-03-31, DELAWARE GROUP EQUITY FUNDS IV held 8,900.00 shares of UnitedHealth Group Inc(UNH), totaling $4.40 Mil. This investment constitutes 6.68% of their stock portfolio, and DELAWARE GROUP EQUITY FUNDS IV now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q4. And since then Delaware Covered Call Strategy Fund has made 1 purchases of UNH, at an average price of $335.55, for a total of 9,300.00 shares. In addition, there have been 1 sales at an average price of $529.71 for 400.00 shares. Based on historical transaction data and UNH's current price of $282.65, Delaware Covered Call Strategy Fund's estimated gain on his UNH holdings is $-393,146.00, reflecting a -12.60% gain to date.

Delaware Covered Call Strategy Fund UNH ($282.65) Holding Chart

Delaware Covered Call Strategy Fund UNH ($282.65) 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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