LKCM Balanced Fund UNH Holdings History
LKCM Balanced Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, LKCM Funds held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q1. And since then LKCM Balanced Fund has made 2 purchases of UNH, at an average price of $497.64, for a total of 1,700.00 shares. In addition, there have been 1 sales at an average price of $511.20 for 1,700.00 shares. Based on historical transaction data and UNH's current price of $284.39, LKCM Balanced Fund's estimated gain on his UNH holdings is $23,044.00, reflecting a 2.72% gain to date.
LKCM Balanced Fund UNH ($284.39) Holding Chart
LKCM Balanced Fund UNH ($284.39) 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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