The Tocqueville Fund UNH Holdings History

Number of Shares
15,000.00
Current Holdings Value*
$6.17 Mil
% of Portfolio
1.39%
Total Estimate Gain
$-2.92 Mil
% of Total Estimate Gain
-38.67%

The Tocqueville Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, TOCQUEVILLE TRUST held 15,000.00 shares of UnitedHealth Group Inc(UNH), totaling $6.17 Mil. This investment constitutes 1.39% of their stock portfolio, and TOCQUEVILLE TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2025Q2. And since then The Tocqueville Fund has made 1 purchases of UNH, at an average price of $503.10, for a total of 15,000.00 shares. Based on historical transaction data and UNH's current price of $308.55, The Tocqueville Fund's estimated gain on his UNH holdings is $-2.92 Mil, reflecting a -38.67% gain to date.

The Tocqueville Fund UNH ($308.55) Holding Chart

The Tocqueville Fund UNH ($308.55) 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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