Value Portfolio UNH Holdings History

Number of Shares
54,889.00
Current Holdings Value*
$28.75 Mil
% of Portfolio
2.67%
Total Estimate Gain
$-14.06 Mil
% of Total Estimate Gain
-45.36%

Value Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Value Portfolio held 54,889.00 shares of UnitedHealth Group Inc(UNH), totaling $28.75 Mil. This investment constitutes 2.67% of their stock portfolio, and Value Portfolio now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q3. And since then Value Portfolio has made 3 purchases of UNH, at an average price of $564.67, for a total of 54,889.00 shares. Based on historical transaction data and UNH's current price of $308.55, Value Portfolio's estimated gain on his UNH holdings is $-14.06 Mil, reflecting a -45.36% gain to date.

Value Portfolio UNH ($308.55) Holding Chart

Value Portfolio 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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