United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:17
Ownership rank:9
% of all portfolios:0.547%
Hold Price * :$518.08
History Portfolio Manager Activity Share change % change to portfolio ▼
Q2  2024
≡ Chase Coleman - Tiger Global Management Buy 2,347,600 5.53
≡ Stephen Mandel - Lone Pine Capital Buy 944,317 3.90
≡ Viking Global Investors Reduce 67.54% 919,412 1.79
≡ Jensen Investment Management Reduce 28.98% 394,320 1.64
≡ First Eagle Investment Management Add 963.55% 372,701 0.43
≡ Robert Olstein - Olstein Capital Management Add 13.79% 2,000 0.18
≡ Polen Capital Management Reduce 6.05% 144,729 0.18
≡ David Rolfe - Wedgewood Partners Reduce 2.11% 1,273 0.15
≡ David Tepper - Appaloosa Management Reduce 7.50% 15,000 0.12
≡ Mairs & Power Growth Fund Add 1.14% 6,000 0.06
≡ Thomas Gayner - Markel Group Add 29.28% 4,714 0.02
≡ David Katz - Matrix Asset Advisors Reduce 0.39% 97 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 616 0.01
≡ Christopher Davis - Davis Advisors Add 0.49% 440 0.00
≡ Torray Funds Add 0.15% 40 0.00
Q1  2024
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 891,167 4.06
≡ Viking Global Investors Add 195.41% 900,425 1.66
≡ David Rolfe - Wedgewood Partners Add 22.28% 10,969 1.14
≡ Robert Olstein - Olstein Capital Management Add 93.33% 7,000 0.56
≡ David Katz - Matrix Asset Advisors Add 32.55% 6,135 0.36
≡ Dodge & Cox Add 18.29% 410,500 0.19
≡ Polen Capital Management Reduce 1.70% 41,293 0.05
≡ Christopher Davis - Davis Advisors Reduce 17.06% 18,478 0.05
≡ Thomas Gayner - Markel Group Add 46.36% 5,100 0.03
≡ Jensen Investment Management Reduce 0.63% 8,679 0.03
≡ Lee Ainslie - Maverick Capital Buy 616 0.01
≡ First Eagle Investment Management Reduce 0.37% 142 0.00
Q4  2023
≡ Viking Global Investors Reduce 75.20% 1,397,162 2.70
≡ Robert Olstein - Olstein Capital Management Reduce 44.44% 6,000 0.54
≡ Jensen Investment Management Reduce 2.24% 31,401 0.13
≡ Polen Capital Management Reduce 4.06% 103,060 0.13
≡ David Rolfe - Wedgewood Partners Reduce 1.89% 947 0.10
≡ Thomas Gayner - Markel Group Add 120.00% 6,000 0.03
≡ Christopher Davis - Davis Advisors Reduce 4.71% 5,353 0.02
≡ David Katz - Matrix Asset Advisors Reduce 0.66% 125 0.01
≡ Dodge & Cox Reduce 0.86% 19,500 0.01
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 5,665 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,076 0.01
≡ Torray Funds Add 0.11% 29 0.00
≡ First Eagle Investment Management Reduce 7.89% 3,327 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 14.08% 100 0.00
Q3  2023
≡ David Rolfe - Wedgewood Partners Reduce 31.66% 23,246 2.80
≡ David Katz - Matrix Asset Advisors Add 168.82% 11,915 0.85
≡ Ruane Cunniff - Sequoia Fund Reduce 2.70% 10,433 0.18
≡ Polen Capital Management Reduce 4.45% 118,140 0.16
≡ Jensen Investment Management Add 2.82% 38,440 0.15
≡ Viking Global Investors Add 3.55% 63,669 0.13
≡ Mairs & Power Growth Fund Add 1.94% 10,000 0.11
≡ Robert Olstein - Olstein Capital Management Reduce 6.90% 1,000 0.09
≡ Thomas Gayner - Markel Group Buy 5,000 0.03
≡ Dodge & Cox Add 0.54% 12,200 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 35.80% 396 0.01
≡ Bill & Melinda Gates Foundation Trust Buy 5,665 0.01
≡ Lee Ainslie - Maverick Capital Add 66.05% 428 0.00
≡ Christopher Davis - Davis Advisors Reduce 0.10% 110 0.00
≡ Torray Funds Reduce 0.19% 50 0.00
Q2  2023
≡ Daniel Loeb - Third Point Sell 100.00% 335,000 2.59
≡ Lee Ainslie - Maverick Capital Reduce 99.51% 132,561 2.05
≡ Viking Global Investors Reduce 14.56% 305,716 0.60
≡ David Katz - Matrix Asset Advisors Buy 7,058 0.47
≡ John Armitage - Egerton Capital Sell 100.00% 89,364 0.46
≡ David Tepper - Appaloosa Management Add 33.33% 50,000 0.45
≡ Robert Olstein - Olstein Capital Management Add 31.82% 3,500 0.27
≡ David Rolfe - Wedgewood Partners Reduce 2.41% 1,811 0.14
≡ Mairs & Power Growth Fund Add 1.78% 9,000 0.09
≡ Polen Capital Management Reduce 2.08% 56,360 0.07
≡ Jensen Investment Management Add 1.20% 16,143 0.06
≡ Torray Funds Add 0.73% 196 0.02
≡ Dodge & Cox Reduce 0.55% 12,500 0.01
≡ First Eagle Investment Management Reduce 0.10% 42 0.00
≡ Christopher Davis - Davis Advisors Reduce 0.91% 1,048 0.00
Q1  2023
≡ John Armitage - Egerton Capital Reduce 91.60% 974,662 5.02
≡ Daniel Loeb - Third Point Reduce 50.00% 335,000 2.59
≡ Viking Global Investors Add 65.65% 832,288 1.85
≡ Lee Ainslie - Maverick Capital Add 28122.25% 132,737 1.61
≡ David Rolfe - Wedgewood Partners Add 24.09% 14,606 1.17
≡ Stephen Mandel - Lone Pine Capital Reduce 16.21% 172,433 0.75
≡ Robert Olstein - Olstein Capital Management Add 41.94% 3,250 0.24
≡ Jensen Investment Management Reduce 3.38% 47,090 0.17
≡ Francois Rochon - Giverny Capital Sell 100.00% 1,733 0.06
≡ Polen Capital Management Reduce 0.48% 13,041 0.02
≡ Torray Funds Add 0.01% 2 0.00
≡ Christopher Davis - Davis Advisors Reduce 1.15% 1,335 0.00
≡ First Eagle Investment Management Reduce 2.08% 897 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 8.29% 100 0.00
Q4  2022
≡ Viking Global Investors Add 263.71% 919,153 2.45
≡ Ruane Cunniff - Sequoia Fund Reduce 17.06% 79,350 1.45
≡ Jensen Investment Management Add 15.38% 185,736 0.77
≡ Stephen Mandel - Lone Pine Capital Add 13.21% 124,144 0.63
≡ John Armitage - Egerton Capital Reduce 7.44% 85,473 0.39
≡ Polen Capital Management Reduce 4.35% 123,918 0.19
≡ Mairs & Power Growth Fund Reduce 1.56% 8,000 0.10
≡ Dodge & Cox Reduce 6.15% 148,300 0.09
≡ Robert Olstein - Olstein Capital Management Reduce 10.92% 950 0.08
≡ Francois Rochon - Giverny Capital Buy 1,733 0.06
≡ First Eagle Investment Management Reduce 35.54% 23,754 0.03
≡ David Rolfe - Wedgewood Partners Reduce 0.40% 245 0.02
≡ Christopher Davis - Davis Advisors Reduce 5.08% 6,214 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 51.09% 1,260 0.02
≡ Lee Ainslie - Maverick Capital Add 1.51% 7 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.