Osterweis Growth & Income Fund UNH Holdings History
Osterweis Growth & Income Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Osterweis Growth & Income Fund held 7,648.00 shares of UnitedHealth Group Inc(UNH), totaling $4.01 Mil. This investment constitutes 3.82% of their stock portfolio, and Osterweis Growth & Income Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q2. And since then Osterweis Growth & Income Fund has made 3 purchases of UNH, at an average price of $509.47, for a total of 7,648.00 shares. Based on historical transaction data and UNH's current price of $291.71, Osterweis Growth & Income Fund's estimated gain on his UNH holdings is $-1.67 Mil, reflecting a -42.74% gain to date.
Osterweis Growth & Income Fund UNH ($291.71) Holding Chart
Osterweis Growth & Income Fund UNH ($291.71) 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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