SPIRIT OF AMERICA LARGE CAP VALUE FUND UNH Holdings History

Number of Shares

1,550.00

$811,810.00

% of Portfolio

0.46%

Total Estimate Gain

$795,970.50

% of Total Estimate Gain

34.09%

SPIRIT OF AMERICA LARGE CAP VALUE FUND's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 1,550.00 shares of UnitedHealth Group Inc(UNH), totaling $811,810.00. This investment constitutes 0.46% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA LARGE CAP VALUE FUND has made 1 purchases of UNH, at an average price of $245.78, for a total of 9,500.00 shares. In addition, there have been 10 sales at an average price of $334.82 for 7,950.00 shares. Based on historical transaction data and UNH's current price of $302.62, SPIRIT OF AMERICA LARGE CAP VALUE FUND's estimated gain on his UNH holdings is $795,970.50, reflecting a 34.09% gain to date.

SPIRIT OF AMERICA LARGE CAP VALUE FUND UNH ($302.62) Holding Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND UNH ($302.62) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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