Number of Shares
54,907.00
Current Holdings Value*
$28.76 Mil
% of Portfolio
2.76%
Total Estimate Gain
$-10.46 Mil
% of Total Estimate Gain
-37.30%

NVIT J.P. Morgan U.S. Equity Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, NVIT J.P. Morgan U.S. Equity Fund held 54,907.00 shares of UnitedHealth Group Inc(UNH), totaling $28.76 Mil. This investment constitutes 2.76% of their stock portfolio, and NVIT J.P. Morgan U.S. Equity Fund now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then NVIT J.P. Morgan U.S. Equity Fund has made 13 purchases of UNH, at an average price of $498.47, for a total of 56,252.00 shares. In addition, there have been 3 sales at an average price of $475.58 for 1,345.00 shares. Based on historical transaction data and UNH's current price of $308.55, NVIT J.P. Morgan U.S. Equity Fund's estimated gain on his UNH holdings is $-10.46 Mil, reflecting a -37.30% gain to date.

NVIT J.P. Morgan U.S. Equity Fund UNH ($308.55) Holding Chart

NVIT J.P. Morgan U.S. Equity Fund UNH ($308.55) 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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