Number of Shares
946,540.00
Current Holdings Value*
$234.04 Mil
% of Portfolio
3.64%
Total Estimate Gain
$268.84 Mil
% of Total Estimate Gain
219.16%

SANTA BARBARA ASSET MANAGEMENT, LLC's UnitedHealth Group Inc Holding Summary

As of 2019-03-31, SANTA BARBARA ASSET MANAGEMENT, LLC held 946,540.00 shares of UnitedHealth Group Inc(UNH), totaling $234.04 Mil. This investment constitutes 3.64% of their stock portfolio, and SANTA BARBARA ASSET MANAGEMENT, LLC now holds 0.1% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q1. And since then SANTA BARBARA ASSET MANAGEMENT, LLC has made 6 purchases of UNH, at an average price of $78.27, for a total of 1.57 Mil shares. In addition, there have been 6 sales at an average price of $187.82 for 620,674.00 shares. Based on historical transaction data and UNH's current price of $290.46, SANTA BARBARA ASSET MANAGEMENT, LLC's estimated gain on his UNH holdings is $268.84 Mil, reflecting a 219.16% gain to date.

SANTA BARBARA ASSET MANAGEMENT, LLC UNH ($290.46) Holding Chart

SANTA BARBARA ASSET MANAGEMENT, LLC UNH ($290.46) 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