NAA LARGE CAP VALUE FUND UNH Holdings History
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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