Number of Shares
48,905.00
Current Holdings Value*
$24.19 Mil
% of Portfolio
3.77%
Total Estimate Gain
$-9.50 Mil
% of Total Estimate Gain
-36.95%

Delaware Ivy Accumulative Fund's UnitedHealth Group Inc Holding Summary

As of 2024-03-31, Delaware Ivy Accumulative Fund held 48,905.00 shares of UnitedHealth Group Inc(UNH), totaling $24.19 Mil. This investment constitutes 3.77% of their stock portfolio, and Delaware Ivy Accumulative Fund now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Delaware Ivy Accumulative Fund has made 2 purchases of UNH, at an average price of $482.92, for a total of 53,260.00 shares. In addition, there have been 2 sales at an average price of $532.70 for 4,355.00 shares. Based on historical transaction data and UNH's current price of $284.17, Delaware Ivy Accumulative Fund's estimated gain on his UNH holdings is $-9.50 Mil, reflecting a -36.95% gain to date.

Delaware Ivy Accumulative Fund UNH ($284.17) Holding Chart

Delaware Ivy Accumulative Fund UNH ($284.17) 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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