Number of Shares
8,451.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
2.46%
Total Estimate Gain
$-1.25 Mil
% of Total Estimate Gain
-23.92%

Lindenwold Advisors, INC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Lindenwold Advisors, INC held 8,451.00 shares of UnitedHealth Group Inc(UNH), totaling $4.43 Mil. This investment constitutes 2.46% of their stock portfolio, and Lindenwold Advisors, INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then Lindenwold Advisors, INC has made 7 purchases of UNH, at an average price of $460.85, for a total of 11,345.00 shares. In addition, there have been 6 sales at an average price of $523.96 for 2,894.00 shares. Based on historical transaction data and UNH's current price of $291.23, Lindenwold Advisors, INC's estimated gain on his UNH holdings is $-1.25 Mil, reflecting a -23.92% gain to date.

Lindenwold Advisors, INC UNH ($291.23) Holding Chart

Lindenwold Advisors, INC UNH ($291.23) 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