Sit Balanced Fund UNH Holdings History
Sit Balanced Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, SIT MUTUAL FUNDS INC held 1,900.00 shares of UnitedHealth Group Inc(UNH), totaling $995,130.00. This investment constitutes 2.41% of their stock portfolio, and SIT MUTUAL FUNDS INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q3. And since then Sit Balanced Fund has made 4 purchases of UNH, at an average price of $290.43, for a total of 3,900.00 shares. In addition, there have been 5 sales at an average price of $478.14 for 2,000.00 shares. Based on historical transaction data and UNH's current price of $285.13, Sit Balanced Fund's estimated gain on his UNH holdings is $365,369.50, reflecting a 32.26% gain to date.
Sit Balanced Fund UNH ($285.13) Holding Chart
Sit Balanced 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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