Number of Shares
9,211.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
3.85%
Total Estimate Gain
$-1.82 Mil
% of Total Estimate Gain
-33.66%

Penn Series Large Core Growth Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Penn Series Large Core Growth Fund held 9,211.00 shares of UnitedHealth Group Inc(UNH), totaling $4.82 Mil. This investment constitutes 3.85% of their stock portfolio, and Penn Series Large Core Growth Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q2. And since then Penn Series Large Core Growth Fund has made 4 purchases of UNH, at an average price of $492.55, for a total of 10,948.00 shares. In addition, there have been 4 sales at an average price of $560.57 for 1,737.00 shares. Based on historical transaction data and UNH's current price of $282.65, Penn Series Large Core Growth Fund's estimated gain on his UNH holdings is $-1.82 Mil, reflecting a -33.66% gain to date.

Penn Series Large Core Growth Fund UNH ($282.65) Holding Chart

Penn Series Large Core Growth Fund 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 %

Top Ranked Articles

  • 1