Number of Shares
100.00
Current Holdings Value*
$37,210.00
% of Portfolio
5.46%
Total Estimate Gain
$-1,517.30
% of Total Estimate Gain
-4.93%

Raub Brock Dividend Growth Fund's UnitedHealth Group Inc Holding Summary

As of 2021-03-31, Investment Managers Series Trust II held 100.00 shares of UnitedHealth Group Inc(UNH), totaling $37,210.00. This investment constitutes 5.46% of their stock portfolio, and Investment Managers Series Trust II now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q1. And since then Raub Brock Dividend Growth Fund has made 4 purchases of UNH, at an average price of $307.68, for a total of 100.00 shares. Based on historical transaction data and UNH's current price of $292.51, Raub Brock Dividend Growth Fund's estimated gain on his UNH holdings is $-1,517.30, reflecting a -4.93% gain to date.

Raub Brock Dividend Growth Fund UNH ($292.51) Holding Chart

Raub Brock Dividend Growth Fund UNH ($292.51) 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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