Number of Shares
7,112.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
2.15%
Total Estimate Gain
$581,435.60
% of Total Estimate Gain
31.31%

HM Capital Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2022-09-30, HM Capital Management, LLC held 7,112.00 shares of UnitedHealth Group Inc(UNH), totaling $3.59 Mil. This investment constitutes 2.15% of their stock portfolio, and HM Capital Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q4. And since then HM Capital Management, LLC has made 18 purchases of UNH, at an average price of $210.21, for a total of 8,834.00 shares. In addition, there have been 5 sales at an average price of $160.09 for 1,722.00 shares. Based on historical transaction data and UNH's current price of $304.10, HM Capital Management, LLC's estimated gain on his UNH holdings is $581,435.60, reflecting a 31.31% gain to date.

HM Capital Management, LLC UNH ($304.10) Holding Chart

HM Capital Management, LLC UNH ($304.10) 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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