Penn Series Large Core Value Fund UNH Holdings History
Penn Series Large Core Value Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Penn Series Large Core Value Fund held 6,943.00 shares of UnitedHealth Group Inc(UNH), totaling $3.64 Mil. This investment constitutes 2.96% of their stock portfolio, and Penn Series Large Core Value Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q4. And since then Penn Series Large Core Value Fund has made 6 purchases of UNH, at an average price of $424.53, for a total of 20,136.00 shares. In addition, there have been 3 sales at an average price of $500.62 for 13,193.00 shares. Based on historical transaction data and UNH's current price of $300.58, Penn Series Large Core Value Fund's estimated gain on his UNH holdings is $143,222.17, reflecting a 1.68% gain to date.
Penn Series Large Core Value Fund UNH ($300.58) Holding Chart
Penn Series Large Core Value Fund UNH ($300.58) 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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