OSTERWEIS CAPITAL MANAGEMENT INC UNH Holdings History
OSTERWEIS CAPITAL MANAGEMENT INC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 85,563.00 shares of UnitedHealth Group Inc(UNH), totaling $44.81 Mil. This investment constitutes 2.95% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2021Q4. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 9 purchases of UNH, at an average price of $509.72, for a total of 85,840.00 shares. In addition, there have been 2 sales at an average price of $498.23 for 277.00 shares. Based on historical transaction data and UNH's current price of $292.49, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his UNH holdings is $-18.59 Mil, reflecting a -42.49% gain to date.
OSTERWEIS CAPITAL MANAGEMENT INC UNH ($292.49) Holding Chart
OSTERWEIS CAPITAL MANAGEMENT INC UNH ($292.49) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
