Number of Shares
776,349.00
Current Holdings Value*
$406.61 Mil
% of Portfolio
2.11%
Total Estimate Gain
$-155.26 Mil
% of Total Estimate Gain
-33.20%

Six Circles Managed Equity Portfolio U.S. Unconstrained Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Six Circles Managed Equity Portfolio U.S. Unconstrained Fund held 776,349.00 shares of UnitedHealth Group Inc(UNH), totaling $406.61 Mil. This investment constitutes 2.11% of their stock portfolio, and Six Circles Managed Equity Portfolio U.S. Unconstrained Fund now holds 0.09% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then Six Circles Managed Equity Portfolio U.S. Unconstrained Fund has made 13 purchases of UNH, at an average price of $491.21, for a total of 952,001.00 shares. In addition, there have been 6 sales at an average price of $529.13 for 175,652.00 shares. Based on historical transaction data and UNH's current price of $282.65, Six Circles Managed Equity Portfolio U.S. Unconstrained Fund's estimated gain on his UNH holdings is $-155.26 Mil, reflecting a -33.20% gain to date.

Six Circles Managed Equity Portfolio U.S. Unconstrained Fund UNH ($282.65) Holding Chart

Six Circles Managed Equity Portfolio U.S. Unconstrained Fund UNH ($282.65) 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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