SurgoCap Partners LP UNH Holdings History

Number of Shares
271,740.00
Current Holdings Value*
$142.32 Mil
% of Portfolio
7.03%
Total Estimate Gain
$-56.80 Mil
% of Total Estimate Gain
-40.89%

SurgoCap Partners LP's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, SurgoCap Partners LP held 271,740.00 shares of UnitedHealth Group Inc(UNH), totaling $142.32 Mil. This investment constitutes 7.03% of their stock portfolio, and SurgoCap Partners LP now holds 0.03% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2025Q1. And since then SurgoCap Partners LP has made 1 purchases of UNH, at an average price of $511.20, for a total of 271,740.00 shares. Based on historical transaction data and UNH's current price of $302.17, SurgoCap Partners LP's estimated gain on his UNH holdings is $-56.80 Mil, reflecting a -40.89% gain to date.

SurgoCap Partners LP UNH ($302.17) Holding Chart

SurgoCap Partners LP UNH ($302.17) 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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