Number of Shares
609,231.00
Current Holdings Value*
$319.08 Mil
% of Portfolio
1.65%
Total Estimate Gain
$974.12 Mil
% of Total Estimate Gain
105.02%

Epoch Investment Partners, Inc.'s UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Epoch Investment Partners, Inc. held 609,231.00 shares of UnitedHealth Group Inc(UNH), totaling $319.08 Mil. This investment constitutes 1.65% of their stock portfolio, and Epoch Investment Partners, Inc. now holds 0.07% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q1. And since then Epoch Investment Partners, Inc. has made 12 purchases of UNH, at an average price of $117.73, for a total of 7.88 Mil shares. In addition, there have been 24 sales at an average price of $238.26 for 7.27 Mil shares. Based on historical transaction data and UNH's current price of $278.58, Epoch Investment Partners, Inc.'s estimated gain on his UNH holdings is $974.12 Mil, reflecting a 105.02% gain to date.

Epoch Investment Partners, Inc. UNH ($278.58) Holding Chart

Epoch Investment Partners, Inc. UNH ($278.58) 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