Number of Shares
7,115.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
2.69%
Total Estimate Gain
$-1.44 Mil
% of Total Estimate Gain
-41.52%

Pinnacle West Asset Management, Inc.'s UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Pinnacle West Asset Management, Inc. held 7,115.00 shares of UnitedHealth Group Inc(UNH), totaling $3.73 Mil. This investment constitutes 2.69% of their stock portfolio, and Pinnacle West Asset Management, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Pinnacle West Asset Management, Inc. has made 4 purchases of UNH, at an average price of $484.71, for a total of 7,150.00 shares. In addition, there have been 2 sales at an average price of $550.92 for 35.00 shares. Based on historical transaction data and UNH's current price of $282.14, Pinnacle West Asset Management, Inc.'s estimated gain on his UNH holdings is $-1.44 Mil, reflecting a -41.52% gain to date.

Pinnacle West Asset Management, Inc. UNH ($282.14) Holding Chart

Pinnacle West Asset Management, Inc. UNH ($282.14) 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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