Number of Shares
27,725.00
Current Holdings Value*
$11.41 Mil
% of Portfolio
2.2%
Total Estimate Gain
$6.93 Mil
% of Total Estimate Gain
22.41%

SA JPMorgan Large Cap Core Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, SA JPMorgan Large Cap Core Portfolio held 27,725.00 shares of UnitedHealth Group Inc(UNH), totaling $11.41 Mil. This investment constitutes 2.2% of their stock portfolio, and SA JPMorgan Large Cap Core Portfolio now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then SA JPMorgan Large Cap Core Portfolio has made 7 purchases of UNH, at an average price of $315.98, for a total of 97,819.00 shares. In addition, there have been 11 sales at an average price of $428.16 for 70,094.00 shares. Based on historical transaction data and UNH's current price of $282.14, SA JPMorgan Large Cap Core Portfolio's estimated gain on his UNH holdings is $6.93 Mil, reflecting a 22.41% gain to date.

SA JPMorgan Large Cap Core Portfolio UNH ($282.14) Holding Chart

SA JPMorgan Large Cap Core Portfolio 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 %

Top Ranked Articles

  • 1