NYLI WMC Value Fund UNH Holdings History

Number of Shares
61,160.00
Current Holdings Value*
$25.16 Mil
% of Portfolio
2.76%
Total Estimate Gain
$-6.86 Mil
% of Total Estimate Gain
-12.24%

NYLI WMC Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, NYLI WMC Value Fund held 61,160.00 shares of UnitedHealth Group Inc(UNH), totaling $25.16 Mil. This investment constitutes 2.76% of their stock portfolio, and NYLI WMC Value Fund now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then NYLI WMC Value Fund has made 8 purchases of UNH, at an average price of $449.40, for a total of 124,623.00 shares. In addition, there have been 7 sales at an average price of $500.38 for 63,463.00 shares. Based on historical transaction data and UNH's current price of $284.39, NYLI WMC Value Fund's estimated gain on his UNH holdings is $-6.86 Mil, reflecting a -12.24% gain to date.

NYLI WMC Value Fund UNH ($284.39) Holding Chart

NYLI WMC Value Fund UNH ($284.39) 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 %

Top Ranked Articles

  • 1