Number of Shares
36,171.00
Current Holdings Value*
$18.94 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-7.33 Mil
% of Total Estimate Gain
-38.66%
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 $302.91, S&CO INC's estimated gain on his UNH holdings is $-7.33 Mil, reflecting a -38.66% gain to date.
S&CO INC UNH ($302.91) Holding Chart
S&CO INC UNH ($302.91) 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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