Number of Shares
509.00
Current Holdings Value*
$266,590.00
% of Portfolio
3.01%
Total Estimate Gain
$29,714.60
% of Total Estimate Gain
5.37%

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

As of 2025-03-31, LAZARD FUNDS INC held 509.00 shares of UnitedHealth Group Inc(UNH), totaling $266,590.00. This investment constitutes 3.01% of their stock portfolio, and LAZARD FUNDS INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q3. And since then Lazard US Sustainable Equity Portfolio has made 8 purchases of UNH, at an average price of $408.80, for a total of 1,353.00 shares. In addition, there have been 3 sales at an average price of $520.08 for 844.00 shares. Based on historical transaction data and UNH's current price of $282.65, Lazard US Sustainable Equity Portfolio's estimated gain on his UNH holdings is $29,714.60, reflecting a 5.37% gain to date.

Lazard US Sustainable Equity Portfolio UNH ($282.65) Holding Chart

Lazard US Sustainable Equity Portfolio UNH ($282.65) 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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