Number of Shares
65,482.00
Current Holdings Value*
$34.30 Mil
% of Portfolio
1.84%
Total Estimate Gain
$-1.52 Mil
% of Total Estimate Gain
-1.64%

Disciplined Core Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Disciplined Core Value Fund held 65,482.00 shares of UnitedHealth Group Inc(UNH), totaling $34.30 Mil. This investment constitutes 1.84% of their stock portfolio, and Disciplined Core Value Fund now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then Disciplined Core Value Fund has made 8 purchases of UNH, at an average price of $434.80, for a total of 213,360.00 shares. In addition, there have been 5 sales at an average price of $480.44 for 147,878.00 shares. Based on historical transaction data and UNH's current price of $308.55, Disciplined Core Value Fund's estimated gain on his UNH holdings is $-1.52 Mil, reflecting a -1.64% gain to date.

Disciplined Core Value Fund UNH ($308.55) Holding Chart

Disciplined Core Value Fund UNH ($308.55) 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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