Number of Shares
8,417.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
1.38%
Total Estimate Gain
$-1.47 Mil
% of Total Estimate Gain
-15.84%

LVIP Invesco Select Equity Income Managed Volatility Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 8,417.00 shares of UnitedHealth Group Inc(UNH), totaling $4.41 Mil. This investment constitutes 1.38% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then LVIP Invesco Select Equity Income Managed Volatility Fund has made 8 purchases of UNH, at an average price of $495.55, for a total of 18,770.00 shares. In addition, there have been 12 sales at an average price of $502.44 for 10,353.00 shares. Based on historical transaction data and UNH's current price of $311.97, LVIP Invesco Select Equity Income Managed Volatility Fund's estimated gain on his UNH holdings is $-1.47 Mil, reflecting a -15.84% gain to date.

LVIP Invesco Select Equity Income Managed Volatility Fund UNH ($311.97) Holding Chart

LVIP Invesco Select Equity Income Managed Volatility Fund UNH ($311.97) 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 %

Top Ranked Articles

  • 1