Number of Shares
134,504.00
Current Holdings Value*
$41.96 Mil
% of Portfolio
4.73%
Total Estimate Gain
$-7.53 Mil
% of Total Estimate Gain
-14.89%

PENN DAVIS MCFARLAND INC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, PENN DAVIS MCFARLAND INC held 134,504.00 shares of UnitedHealth Group Inc(UNH), totaling $41.96 Mil. This investment constitutes 4.73% of their stock portfolio, and PENN DAVIS MCFARLAND INC now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then PENN DAVIS MCFARLAND INC has made 7 purchases of UNH, at an average price of $354.88, for a total of 142,545.00 shares. In addition, there have been 18 sales at an average price of $461.89 for 8,041.00 shares. Based on historical transaction data and UNH's current price of $292.49, PENN DAVIS MCFARLAND INC's estimated gain on his UNH holdings is $-7.53 Mil, reflecting a -14.89% gain to date.

PENN DAVIS MCFARLAND INC UNH ($292.49) Holding Chart

PENN DAVIS MCFARLAND 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 %

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