Fulcrum Diversified Absolute Return Fund UNH Holdings History
Fulcrum Diversified Absolute Return Fund's UnitedHealth Group Inc Holding Summary
As of 2022-12-31, Trust for Advised Portfolios held 457.00 shares of UnitedHealth Group Inc(UNH), totaling $242,290.00. This investment constitutes 1.92% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2021Q2. And since then Fulcrum Diversified Absolute Return Fund has made 3 purchases of UNH, at an average price of $457.77, for a total of 563.00 shares. In addition, there have been 3 sales at an average price of $481.13 for 106.00 shares. Based on historical transaction data and UNH's current price of $282.65, Fulcrum Diversified Absolute Return Fund's estimated gain on his UNH holdings is $-77,551.03, reflecting a -30.09% gain to date.
Fulcrum Diversified Absolute Return Fund UNH ($282.65) Holding Chart
Fulcrum Diversified Absolute Return Fund UNH ($282.65) 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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