Number of Shares
122,323.00
Current Holdings Value*
$64.07 Mil
% of Portfolio
3.58%
Total Estimate Gain
$59.21 Mil
% of Total Estimate Gain
66.32%

Loomis Sayles Global Allocation Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, LOOMIS SAYLES FUNDS II held 122,323.00 shares of UnitedHealth Group Inc(UNH), totaling $64.07 Mil. This investment constitutes 3.58% of their stock portfolio, and LOOMIS SAYLES FUNDS II now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then Loomis Sayles Global Allocation Fund has made 4 purchases of UNH, at an average price of $256.73, for a total of 347,741.00 shares. In addition, there have been 9 sales at an average price of $494.84 for 225,418.00 shares. Based on historical transaction data and UNH's current price of $301.97, Loomis Sayles Global Allocation Fund's estimated gain on his UNH holdings is $59.21 Mil, reflecting a 66.32% gain to date.

Loomis Sayles Global Allocation Fund UNH ($301.97) Holding Chart

Loomis Sayles Global Allocation Fund UNH ($301.97) 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 %

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