Number of Shares
5,750.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
0.27%
Total Estimate Gain
$371,868.47
% of Total Estimate Gain
2.86%

Van Hulzen Asset Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Van Hulzen Asset Management, LLC held 5,750.00 shares of UnitedHealth Group Inc(UNH), totaling $3.01 Mil. This investment constitutes 0.27% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Van Hulzen Asset Management, LLC has made 15 purchases of UNH, at an average price of $442.11, for a total of 29,424.00 shares. In addition, there have been 11 sales at an average price of $495.94 for 23,674.00 shares. Based on historical transaction data and UNH's current price of $285.13, Van Hulzen Asset Management, LLC's estimated gain on his UNH holdings is $371,868.47, reflecting a 2.86% gain to date.

Van Hulzen Asset Management, LLC UNH ($285.13) Holding Chart

Van Hulzen Asset Management, LLC UNH ($285.13) 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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