Number of Shares
245,642.00
Current Holdings Value*
$128.65 Mil
% of Portfolio
5.37%
Total Estimate Gain
$-12.95 Mil
% of Total Estimate Gain
-12.92%

James Hambro & Partners LLP's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, James Hambro & Partners LLP held 245,642.00 shares of UnitedHealth Group Inc(UNH), totaling $128.65 Mil. This investment constitutes 5.37% of their stock portfolio, and James Hambro & Partners LLP now holds 0.03% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q4. And since then James Hambro & Partners LLP has made 21 purchases of UNH, at an average price of $371.33, for a total of 269,900.00 shares. In addition, there have been 4 sales at an average price of $518.33 for 24,258.00 shares. Based on historical transaction data and UNH's current price of $304.10, James Hambro & Partners LLP's estimated gain on his UNH holdings is $-12.95 Mil, reflecting a -12.92% gain to date.

James Hambro & Partners LLP UNH ($304.10) Holding Chart

James Hambro & Partners LLP 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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