Number of Shares
1,356.00
Current Holdings Value*
$640,830.00
% of Portfolio
3.06%
Total Estimate Gain
$-221,978.78
% of Total Estimate Gain
-29.95%

SBH WORKPLACE EQUALITY FUND's UnitedHealth Group Inc Holding Summary

As of 2023-03-31, SBH WORKPLACE EQUALITY FUND held 1,356.00 shares of UnitedHealth Group Inc(UNH), totaling $640,830.00. This investment constitutes 3.06% of their stock portfolio, and SBH WORKPLACE EQUALITY FUND now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then SBH WORKPLACE EQUALITY FUND has made 2 purchases of UNH, at an average price of $458.70, for a total of 1,616.00 shares. In addition, there have been 3 sales at an average price of $510.14 for 260.00 shares. Based on historical transaction data and UNH's current price of $285.13, SBH WORKPLACE EQUALITY FUND's estimated gain on his UNH holdings is $-221,978.78, reflecting a -29.95% gain to date.

SBH WORKPLACE EQUALITY FUND UNH ($285.13) Holding Chart

SBH WORKPLACE EQUALITY FUND UNH ($285.13) 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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