Number of Shares
4,141.00
Current Holdings Value*
$2.09 Mil
% of Portfolio
2.27%
Total Estimate Gain
$4.84 Mil
% of Total Estimate Gain
70.29%

Spearhead Capital Advisors, LLC's UnitedHealth Group Inc Holding Summary

As of 2022-09-30, Spearhead Capital Advisors, LLC held 4,141.00 shares of UnitedHealth Group Inc(UNH), totaling $2.09 Mil. This investment constitutes 2.27% of their stock portfolio, and Spearhead Capital Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q1. And since then Spearhead Capital Advisors, LLC has made 12 purchases of UNH, at an average price of $280.19, for a total of 24,568.00 shares. In addition, there have been 3 sales at an average price of $516.04 for 20,427.00 shares. Based on historical transaction data and UNH's current price of $285.13, Spearhead Capital Advisors, LLC's estimated gain on his UNH holdings is $4.84 Mil, reflecting a 70.29% gain to date.

Spearhead Capital Advisors, LLC UNH ($285.13) Holding Chart

Spearhead Capital Advisors, LLC 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 %

Top Ranked Articles

  • 1