Evercore Equity Fund UNH Holdings History
Evercore Equity Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Wall Street EWM Funds Trust held 30,790.00 shares of UnitedHealth Group Inc(UNH), totaling $16.13 Mil. This investment constitutes 3.6% of their stock portfolio, and Wall Street EWM Funds Trust now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q1. And since then Evercore Equity Fund has made 8 purchases of UNH, at an average price of $316.98, for a total of 34,765.00 shares. In addition, there have been 1 sales at an average price of $502.32 for 3,975.00 shares. Based on historical transaction data and UNH's current price of $285.13, Evercore Equity Fund's estimated gain on his UNH holdings is $-243,792.40, reflecting a -2.21% gain to date.
Evercore Equity Fund UNH ($285.13) Holding Chart
Evercore Equity Fund UNH ($285.13) 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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