S&CO INC UNH Holdings History

Number of Shares
36,171.00
Current Holdings Value*
$18.94 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-7.39 Mil
% of Total Estimate Gain
-38.95%

S&CO INC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, S&CO INC held 36,171.00 shares of UnitedHealth Group Inc(UNH), totaling $18.94 Mil. This investment constitutes 1.27% of their stock portfolio, and S&CO INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then S&CO INC has made 10 purchases of UNH, at an average price of $507.56, for a total of 37,366.00 shares. In addition, there have been 1 sales at an average price of $565.61 for 1,195.00 shares. Based on historical transaction data and UNH's current price of $301.43, S&CO INC's estimated gain on his UNH holdings is $-7.39 Mil, reflecting a -38.95% gain to date.

S&CO INC UNH ($301.43) Holding Chart

S&CO INC UNH ($301.43) 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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