MAI Managed Volatility Fund UNH Holdings History
Number of Shares
3,911.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.97%
Total Estimate Gain
$557,761.49
% of Total Estimate Gain
30.78%
MAI Managed Volatility Fund's UnitedHealth Group Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 3,911.00 shares of UnitedHealth Group Inc(UNH), totaling $1.18 Mil. This investment constitutes 0.97% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q2. In addition, there have been 1 sales at an average price of $444.68 for 2,792.00 shares. Based on historical transaction data and UNH's current price of $288.50, MAI Managed Volatility Fund's estimated gain on his UNH holdings is $557,761.49, reflecting a 30.78% gain to date.
MAI Managed Volatility Fund UNH ($288.50) Holding Chart
MAI Managed Volatility Fund UNH ($288.50) 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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