Number of Shares
56,475.00
Current Holdings Value*
$23.24 Mil
% of Portfolio
1.29%
Total Estimate Gain
$18.51 Mil
% of Total Estimate Gain
49.38%

Fidelity Disciplined Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, FIDELITY CAPITAL TRUST held 56,475.00 shares of UnitedHealth Group Inc(UNH), totaling $23.24 Mil. This investment constitutes 1.29% of their stock portfolio, and FIDELITY CAPITAL TRUST now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Fidelity Disciplined Equity Fund has made 7 purchases of UNH, at an average price of $276.40, for a total of 135,596.00 shares. In addition, there have been 13 sales at an average price of $487.37 for 79,121.00 shares. Based on historical transaction data and UNH's current price of $308.55, Fidelity Disciplined Equity Fund's estimated gain on his UNH holdings is $18.51 Mil, reflecting a 49.38% gain to date.

Fidelity Disciplined Equity Fund UNH ($308.55) Holding Chart

Fidelity Disciplined Equity Fund 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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