SA U.S. Value Fund UNH Holdings History
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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