Penn Series Flexibly Managed Fund UNH Holdings History
Penn Series Flexibly Managed Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Penn Series Flexibly Managed Fund held 141,185.00 shares of UnitedHealth Group Inc(UNH), totaling $73.95 Mil. This investment constitutes 2.46% of their stock portfolio, and Penn Series Flexibly Managed Fund now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q3. And since then Penn Series Flexibly Managed Fund has made 10 purchases of UNH, at an average price of $352.64, for a total of 588,990.00 shares. In addition, there have been 11 sales at an average price of $486.39 for 447,805.00 shares. Based on historical transaction data and UNH's current price of $309.11, Penn Series Flexibly Managed Fund's estimated gain on his UNH holdings is $53.75 Mil, reflecting a 25.88% gain to date.
Penn Series Flexibly Managed Fund UNH ($309.11) Holding Chart
Penn Series Flexibly Managed Fund UNH ($309.11) 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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