Number of Shares
24,387.00
Current Holdings Value*
$12.77 Mil
% of Portfolio
2.34%
Total Estimate Gain
$7.37 Mil
% of Total Estimate Gain
101.82%

SCHMIDT P J INVESTMENT MANAGEMENT INC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 24,387.00 shares of UnitedHealth Group Inc(UNH), totaling $12.77 Mil. This investment constitutes 2.34% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2013Q4. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 17 purchases of UNH, at an average price of $105.51, for a total of 68,650.00 shares. In addition, there have been 20 sales at an average price of $173.15 for 44,263.00 shares. Based on historical transaction data and UNH's current price of $285.13, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his UNH holdings is $7.37 Mil, reflecting a 101.82% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC UNH ($285.13) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC 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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