Number of Shares
10,436.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
2.32%
Total Estimate Gain
$447,771.14
% of Total Estimate Gain
6.56%

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

As of 2025-02-28, FIDELITY ADVISOR SERIES I held 10,436.00 shares of UnitedHealth Group Inc(UNH), totaling $4.96 Mil. This investment constitutes 2.32% of their stock portfolio, and FIDELITY ADVISOR SERIES I now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Fidelity Advisor Equity Value Fund has made 7 purchases of UNH, at an average price of $353.26, for a total of 19,331.00 shares. In addition, there have been 13 sales at an average price of $457.06 for 8,895.00 shares. Based on historical transaction data and UNH's current price of $307.70, Fidelity Advisor Equity Value Fund's estimated gain on his UNH holdings is $447,771.14, reflecting a 6.56% gain to date.

Fidelity Advisor Equity Value Fund UNH ($307.70) Holding Chart

Fidelity Advisor Equity Value Fund UNH ($307.70) 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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