Number of Shares
7,441.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
1.78%
Total Estimate Gain
$-1.09 Mil
% of Total Estimate Gain
-15.87%

Ulland Investment Advisors, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, Ulland Investment Advisors, LLC held 7,441.00 shares of UnitedHealth Group Inc(UNH), totaling $2.32 Mil. This investment constitutes 1.78% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then Ulland Investment Advisors, LLC has made 3 purchases of UNH, at an average price of $455.94, for a total of 15,059.00 shares. In addition, there have been 11 sales at an average price of $481.25 for 7,618.00 shares. Based on historical transaction data and UNH's current price of $283.56, Ulland Investment Advisors, LLC's estimated gain on his UNH holdings is $-1.09 Mil, reflecting a -15.87% gain to date.

Ulland Investment Advisors, LLC UNH ($283.56) Holding Chart

Ulland Investment Advisors, LLC UNH ($283.56) 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 %

Top Ranked Articles

  • 1