Number of Shares
67,669.00
Current Holdings Value*
$35.44 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-5.85 Mil
% of Total Estimate Gain
-4.68%

Focused Large Cap Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Focused Large Cap Value Fund held 67,669.00 shares of UnitedHealth Group Inc(UNH), totaling $35.44 Mil. This investment constitutes 1.21% of their stock portfolio, and Focused Large Cap Value Fund now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q2. And since then Focused Large Cap Value Fund has made 6 purchases of UNH, at an average price of $491.83, for a total of 254,063.00 shares. In addition, there have been 2 sales at an average price of $526.80 for 186,394.00 shares. Based on historical transaction data and UNH's current price of $309.11, Focused Large Cap Value Fund's estimated gain on his UNH holdings is $-5.85 Mil, reflecting a -4.68% gain to date.

Focused Large Cap Value Fund UNH ($309.11) Holding Chart

Focused Large Cap Value 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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