Number of Shares
2,576.00
Current Holdings Value*
$1.35 Mil
% of Portfolio
2.04%
Total Estimate Gain
$-700,068.68
% of Total Estimate Gain
-49.02%

NAA LARGE CAP VALUE FUND's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, NAA LARGE CAP VALUE FUND held 2,576.00 shares of UnitedHealth Group Inc(UNH), totaling $1.35 Mil. This investment constitutes 2.04% of their stock portfolio, and NAA LARGE CAP VALUE FUND now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q4. And since then NAA LARGE CAP VALUE FUND has made 1 purchases of UNH, at an average price of $554.42, for a total of 2,576.00 shares. Based on historical transaction data and UNH's current price of $282.65, NAA LARGE CAP VALUE FUND's estimated gain on his UNH holdings is $-700,068.68, reflecting a -49.02% gain to date.

NAA LARGE CAP VALUE FUND UNH ($282.65) Holding Chart

NAA LARGE CAP VALUE FUND UNH ($282.65) 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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