Number of Shares
31,566.00
Current Holdings Value*
$16.74 Mil
% of Portfolio
12.83%
Total Estimate Gain
$-234,525.08
% of Total Estimate Gain
-1.31%

Stewart Asset Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2022-12-31, Stewart Asset Management, LLC held 31,566.00 shares of UnitedHealth Group Inc(UNH), totaling $16.74 Mil. This investment constitutes 12.83% of their stock portfolio, and Stewart Asset Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Stewart Asset Management, LLC has made 6 purchases of UNH, at an average price of $330.33, for a total of 54,324.00 shares. In addition, there have been 6 sales at an average price of $391.80 for 22,758.00 shares. Based on historical transaction data and UNH's current price of $278.58, Stewart Asset Management, LLC's estimated gain on his UNH holdings is $-234,525.08, reflecting a -1.31% gain to date.

Stewart Asset Management, LLC UNH ($278.58) Holding Chart

Stewart Asset Management, LLC UNH ($278.58) 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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