Matrix Advisors Value Fund UNH Holdings History
Matrix Advisors Value Fund's UnitedHealth Group Inc Holding Summary
As of 2024-12-31, Matrix Advisors Value Fund held 2,600.00 shares of UnitedHealth Group Inc(UNH), totaling $1.32 Mil. This investment constitutes 1.87% of their stock portfolio, and Matrix Advisors Value Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2023Q2. And since then Matrix Advisors Value Fund has made 3 purchases of UNH, at an average price of $519.60, for a total of 4,050.00 shares. In addition, there have been 2 sales at an average price of $567.74 for 1,450.00 shares. Based on historical transaction data and UNH's current price of $292.49, Matrix Advisors Value Fund's estimated gain on his UNH holdings is $-520,670.65, reflecting a -24.74% gain to date.
Matrix Advisors Value Fund UNH ($292.49) Holding Chart
Matrix Advisors Value Fund UNH ($292.49) 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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