Number of Shares
4,715.00
Current Holdings Value*
$2.47 Mil
% of Portfolio
3.07%
Total Estimate Gain
$-765,675.56
% of Total Estimate Gain
-20.32%

Lazard US Equity Focus Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Lazard US Equity Focus Portfolio held 4,715.00 shares of UnitedHealth Group Inc(UNH), totaling $2.47 Mil. This investment constitutes 3.07% of their stock portfolio, and Lazard US Equity Focus Portfolio now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Lazard US Equity Focus Portfolio has made 4 purchases of UNH, at an average price of $485.68, for a total of 7,757.00 shares. In addition, there have been 3 sales at an average price of $508.53 for 3,042.00 shares. Based on historical transaction data and UNH's current price of $308.55, Lazard US Equity Focus Portfolio's estimated gain on his UNH holdings is $-765,675.56, reflecting a -20.32% gain to date.

Lazard US Equity Focus Portfolio UNH ($308.55) Holding Chart

Lazard US Equity Focus Portfolio UNH ($308.55) 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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