Number of Shares
218,441.00
Current Holdings Value*
$115.81 Mil
% of Portfolio
1.76%
Total Estimate Gain
$30.05 Mil
% of Total Estimate Gain
15.17%

ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s UnitedHealth Group Inc Holding Summary

As of 2022-12-31, ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 218,441.00 shares of UnitedHealth Group Inc(UNH), totaling $115.81 Mil. This investment constitutes 1.76% of their stock portfolio, and ROTHSCHILD & CO ASSET MANAGEMENT US INC. now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then ROTHSCHILD & CO ASSET MANAGEMENT US INC. has made 8 purchases of UNH, at an average price of $313.37, for a total of 632,295.00 shares. In addition, there have been 11 sales at an average price of $402.21 for 413,854.00 shares. Based on historical transaction data and UNH's current price of $282.65, ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s estimated gain on his UNH holdings is $30.05 Mil, reflecting a 15.17% gain to date.

ROTHSCHILD & CO ASSET MANAGEMENT US INC. UNH ($282.65) Holding Chart

ROTHSCHILD & CO ASSET MANAGEMENT US INC. 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 %

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