Number of Shares
900.00
Current Holdings Value*
$427,460.00
% of Portfolio
4.04%
Total Estimate Gain
$-257,672.00
% of Total Estimate Gain
-20.64%

Monteagle Enhanced Equity Income Fund's UnitedHealth Group Inc Holding Summary

As of 2025-02-28, Monteagle Funds held 900.00 shares of UnitedHealth Group Inc(UNH), totaling $427,460.00. This investment constitutes 4.04% of their stock portfolio, and Monteagle Funds now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Monteagle Enhanced Equity Income Fund has made 2 purchases of UNH, at an average price of $542.80, for a total of 2,300.00 shares. In addition, there have been 2 sales at an average price of $513.14 for 1,400.00 shares. Based on historical transaction data and UNH's current price of $302.62, Monteagle Enhanced Equity Income Fund's estimated gain on his UNH holdings is $-257,672.00, reflecting a -20.64% gain to date.

Monteagle Enhanced Equity Income Fund UNH ($302.62) Holding Chart

Monteagle Enhanced Equity Income Fund UNH ($302.62) 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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