Number of Shares
325.00
Current Holdings Value*
$133,720.00
% of Portfolio
0.95%
Total Estimate Gain
$-98,110.77
% of Total Estimate Gain
-51.41%

Lincoln U.S. Equity Income Maximizer Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, Lincoln U.S. Equity Income Maximizer Fund held 325.00 shares of UnitedHealth Group Inc(UNH), totaling $133,720.00. This investment constitutes 0.95% of their stock portfolio, and Lincoln U.S. Equity Income Maximizer Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $551.73 for 4.00 shares. Based on historical transaction data and UNH's current price of $278.58, Lincoln U.S. Equity Income Maximizer Fund's estimated gain on his UNH holdings is $-98,110.77, reflecting a -51.41% gain to date.

Lincoln U.S. Equity Income Maximizer Fund UNH ($278.58) Holding Chart

Lincoln U.S. Equity Income Maximizer Fund UNH ($278.58) 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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