Number of Shares
2,537.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.89%
Total Estimate Gain
$-564,087.25
% of Total Estimate Gain
-15.95%

ESG Large Cap Core Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, ESG Large Cap Core Fund held 2,537.00 shares of UnitedHealth Group Inc(UNH), totaling $1.04 Mil. This investment constitutes 0.89% of their stock portfolio, and ESG Large Cap Core Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q3. And since then ESG Large Cap Core Fund has made 5 purchases of UNH, at an average price of $505.30, for a total of 6,999.00 shares. In addition, there have been 6 sales at an average price of $505.48 for 4,462.00 shares. Based on historical transaction data and UNH's current price of $282.65, ESG Large Cap Core Fund's estimated gain on his UNH holdings is $-564,087.25, reflecting a -15.95% gain to date.

ESG Large Cap Core Fund UNH ($282.65) Holding Chart

ESG Large Cap Core 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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