SA U.S. Value Fund UNH Holdings History

Number of Shares
27,077.00
Current Holdings Value*
$14.18 Mil
% of Portfolio
2.63%
Total Estimate Gain
$-5.70 Mil
% of Total Estimate Gain
-39.17%

SA U.S. Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 27,077.00 shares of UnitedHealth Group Inc(UNH), totaling $14.18 Mil. This investment constitutes 2.63% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q4. And since then SA U.S. Value Fund has made 6 purchases of UNH, at an average price of $518.36, for a total of 28,081.00 shares. In addition, there have been 2 sales at an average price of $520.43 for 1,004.00 shares. Based on historical transaction data and UNH's current price of $307.70, SA U.S. Value Fund's estimated gain on his UNH holdings is $-5.70 Mil, reflecting a -39.17% gain to date.

SA U.S. Value Fund UNH ($307.70) Holding Chart

SA U.S. Value Fund UNH ($307.70) 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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