Number of Shares
119,179.00
Current Holdings Value*
$62.42 Mil
% of Portfolio
5.83%
Total Estimate Gain
$-2.38 Mil
% of Total Estimate Gain
-3.24%

Petrus Trust Company, LTA's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Petrus Trust Company, LTA held 119,179.00 shares of UnitedHealth Group Inc(UNH), totaling $62.42 Mil. This investment constitutes 5.83% of their stock portfolio, and Petrus Trust Company, LTA now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2016Q4. And since then Petrus Trust Company, LTA has made 17 purchases of UNH, at an average price of $378.59, for a total of 193,729.00 shares. In addition, there have been 10 sales at an average price of $502.61 for 74,550.00 shares. Based on historical transaction data and UNH's current price of $281.08, Petrus Trust Company, LTA's estimated gain on his UNH holdings is $-2.38 Mil, reflecting a -3.24% gain to date.

Petrus Trust Company, LTA UNH ($281.08) Holding Chart

Petrus Trust Company, LTA UNH ($281.08) 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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