Tax-Aware Overlay A Portfolio UNH Holdings History
Tax-Aware Overlay A Portfolio's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, BERNSTEIN SANFORD C FUND INC held 24,685.00 shares of UnitedHealth Group Inc(UNH), totaling $12.93 Mil. This investment constitutes 2.55% of their stock portfolio, and BERNSTEIN SANFORD C FUND INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q3. And since then Tax-Aware Overlay A Portfolio has made 2 purchases of UNH, at an average price of $246.86, for a total of 215,197.00 shares. In addition, there have been 8 sales at an average price of $414.98 for 190,512.00 shares. Based on historical transaction data and UNH's current price of $283.02, Tax-Aware Overlay A Portfolio's estimated gain on his UNH holdings is $32.92 Mil, reflecting a 61.97% gain to date.
Tax-Aware Overlay A Portfolio UNH ($283.02) Holding Chart
Tax-Aware Overlay A Portfolio UNH ($283.02) 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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