Number of Shares
80,500.00
Current Holdings Value*
$38.23 Mil
% of Portfolio
2.07%
Total Estimate Gain
$-2.54 Mil
% of Total Estimate Gain
-3.32%

Fidelity Advisor Equity Income Fund's UnitedHealth Group Inc Holding Summary

As of 2025-02-28, FIDELITY ADVISOR SERIES I held 80,500.00 shares of UnitedHealth Group Inc(UNH), totaling $38.23 Mil. This investment constitutes 2.07% of their stock portfolio, and FIDELITY ADVISOR SERIES I now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Fidelity Advisor Equity Income Fund has made 7 purchases of UNH, at an average price of $333.89, for a total of 229,400.00 shares. In addition, there have been 11 sales at an average price of $330.22 for 148,900.00 shares. Based on historical transaction data and UNH's current price of $309.11, Fidelity Advisor Equity Income Fund's estimated gain on his UNH holdings is $-2.54 Mil, reflecting a -3.32% gain to date.

Fidelity Advisor Equity Income Fund UNH ($309.11) Holding Chart

Fidelity Advisor Equity Income Fund UNH ($309.11) 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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