Number of Shares
43,106.00
Current Holdings Value*
$22.58 Mil
% of Portfolio
4.78%
Total Estimate Gain
$-8.04 Mil
% of Total Estimate Gain
-29.98%

Mairs & Power Balanced Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Mairs & Power Balanced Fund held 43,106.00 shares of UnitedHealth Group Inc(UNH), totaling $22.58 Mil. This investment constitutes 4.78% of their stock portfolio, and Mairs & Power Balanced Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q2. And since then Mairs & Power Balanced Fund has made 4 purchases of UNH, at an average price of $501.89, for a total of 53,443.00 shares. In addition, there have been 3 sales at an average price of $530.25 for 10,337.00 shares. Based on historical transaction data and UNH's current price of $308.55, Mairs & Power Balanced Fund's estimated gain on his UNH holdings is $-8.04 Mil, reflecting a -29.98% gain to date.

Mairs & Power Balanced Fund UNH ($308.55) Holding Chart

Mairs & Power Balanced Fund UNH ($308.55) 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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