SP Asset Management UNH Holdings History

Number of Shares
79,974.00
Current Holdings Value*
$40.39 Mil
% of Portfolio
5.53%
Total Estimate Gain
$337,738.99
% of Total Estimate Gain
1.47%

SP Asset Management's UnitedHealth Group Inc Holding Summary

As of 2022-09-30, SP Asset Management held 79,974.00 shares of UnitedHealth Group Inc(UNH), totaling $40.39 Mil. This investment constitutes 5.53% of their stock portfolio, and SP Asset Management now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then SP Asset Management has made 14 purchases of UNH, at an average price of $278.91, for a total of 82,302.00 shares. In addition, there have been 3 sales at an average price of $295.43 for 2,328.00 shares. Based on historical transaction data and UNH's current price of $282.65, SP Asset Management's estimated gain on his UNH holdings is $337,738.99, reflecting a 1.47% gain to date.

SP Asset Management UNH ($282.65) Holding Chart

SP Asset Management 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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