Number of Shares
18,574.00
Current Holdings Value*
$9.73 Mil
% of Portfolio
4.13%
Total Estimate Gain
$-4.03 Mil
% of Total Estimate Gain
-30.65%

Virtus SGA Global Growth Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 18,574.00 shares of UnitedHealth Group Inc(UNH), totaling $9.73 Mil. This investment constitutes 4.13% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q2. And since then Virtus SGA Global Growth Fund has made 4 purchases of UNH, at an average price of $507.66, for a total of 25,882.00 shares. In addition, there have been 4 sales at an average price of $538.76 for 7,308.00 shares. Based on historical transaction data and UNH's current price of $278.58, Virtus SGA Global Growth Fund's estimated gain on his UNH holdings is $-4.03 Mil, reflecting a -30.65% gain to date.

Virtus SGA Global Growth Fund UNH ($278.58) Holding Chart

Virtus SGA Global Growth Fund UNH ($278.58) 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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