Number of Shares
38,566.00
Current Holdings Value*
$20.20 Mil
% of Portfolio
1.29%
Total Estimate Gain
$4.82 Mil
% of Total Estimate Gain
11.45%

The Institutional U.S. Equity Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, The Institutional U.S. Equity Portfolio held 38,566.00 shares of UnitedHealth Group Inc(UNH), totaling $20.20 Mil. This investment constitutes 1.29% of their stock portfolio, and The Institutional U.S. Equity Portfolio now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then The Institutional U.S. Equity Portfolio has made 8 purchases of UNH, at an average price of $357.35, for a total of 117,881.00 shares. In addition, there have been 9 sales at an average price of $445.75 for 79,315.00 shares. Based on historical transaction data and UNH's current price of $300.58, The Institutional U.S. Equity Portfolio's estimated gain on his UNH holdings is $4.82 Mil, reflecting a 11.45% gain to date.

The Institutional U.S. Equity Portfolio UNH ($300.58) Holding Chart

The Institutional U.S. Equity Portfolio UNH ($300.58) 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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