Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.92 Mil
% of Total Estimate Gain
8.69%

Vulcan Value Partners Fund's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, FINANCIAL INVESTORS TRUST held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Vulcan Value Partners Fund has made 3 purchases of UNH, at an average price of $386.75, for a total of 116,678.00 shares. In addition, there have been 6 sales at an average price of $420.36 for 116,678.00 shares. Based on historical transaction data and UNH's current price of $288.07, Vulcan Value Partners Fund's estimated gain on his UNH holdings is $3.92 Mil, reflecting a 8.69% gain to date.

Vulcan Value Partners Fund UNH ($288.07) Holding Chart

Vulcan Value Partners Fund UNH ($288.07) 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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