Number of Shares
2,606.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
1.6%
Total Estimate Gain
$-659,152.36
% of Total Estimate Gain
-45.55%

NAA ALL CAP VALUE SERIES's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, NAA ALL CAP VALUE SERIES held 2,606.00 shares of UnitedHealth Group Inc(UNH), totaling $1.36 Mil. This investment constitutes 1.6% of their stock portfolio, and NAA ALL CAP VALUE SERIES now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q4. And since then NAA ALL CAP VALUE SERIES has made 1 purchases of UNH, at an average price of $555.25, for a total of 2,606.00 shares. Based on historical transaction data and UNH's current price of $302.31, NAA ALL CAP VALUE SERIES's estimated gain on his UNH holdings is $-659,152.36, reflecting a -45.55% gain to date.

NAA ALL CAP VALUE SERIES UNH ($302.31) Holding Chart

NAA ALL CAP VALUE SERIES UNH ($302.31) 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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