Disciplined Value Fund UNH Holdings History
Disciplined Value Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Disciplined Value Fund held 832,753.00 shares of UnitedHealth Group Inc(UNH), totaling $436.15 Mil. This investment constitutes 2.77% of their stock portfolio, and Disciplined Value Fund now holds 0.09% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q3. And since then Disciplined Value Fund has made 6 purchases of UNH, at an average price of $351.68, for a total of 1.50 Mil shares. In addition, there have been 11 sales at an average price of $396.24 for 665,447.00 shares. Based on historical transaction data and UNH's current price of $288.50, Disciplined Value Fund's estimated gain on his UNH holdings is $-22.97 Mil, reflecting a -4.36% gain to date.
Disciplined Value Fund UNH ($288.50) Holding Chart
Disciplined Value Fund UNH ($288.50) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
