Number of Shares
30,210.00
Current Holdings Value*
$10.59 Mil
% of Portfolio
3.13%
Total Estimate Gain
$6.34 Mil
% of Total Estimate Gain
103.12%

NewFocus Financial Group, LLC's UnitedHealth Group Inc Holding Summary

As of 2020-12-31, NewFocus Financial Group, LLC held 30,210.00 shares of UnitedHealth Group Inc(UNH), totaling $10.59 Mil. This investment constitutes 3.13% of their stock portfolio, and NewFocus Financial Group, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q1. And since then NewFocus Financial Group, LLC has made 2 purchases of UNH, at an average price of $104.71, for a total of 58,719.00 shares. In addition, there have been 17 sales at an average price of $138.56 for 28,509.00 shares. Based on historical transaction data and UNH's current price of $282.65, NewFocus Financial Group, LLC's estimated gain on his UNH holdings is $6.34 Mil, reflecting a 103.12% gain to date.

NewFocus Financial Group, LLC UNH ($282.65) Holding Chart

NewFocus Financial Group, LLC 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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