Evercore Wealth Management, LLC UNH Holdings History
Evercore Wealth Management, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Evercore Wealth Management, LLC held 332,723.00 shares of UnitedHealth Group Inc(UNH), totaling $174.26 Mil. This investment constitutes 2.8% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.04% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 18 purchases of UNH, at an average price of $102.61, for a total of 498,909.00 shares. In addition, there have been 18 sales at an average price of $343.07 for 166,186.00 shares. Based on historical transaction data and UNH's current price of $308.55, Evercore Wealth Management, LLC's estimated gain on his UNH holdings is $108.48 Mil, reflecting a 211.91% gain to date.
Evercore Wealth Management, LLC UNH ($308.55) Holding Chart
Evercore Wealth Management, LLC 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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