United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:16
Ownership rank:10
% of all portfolios:0.479%
Hold Price * :$517.99
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
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
Q4  2023
Thomas Gayner - Markel Asset Management Add 120.00% 6,000 0.03
Torray Funds Add 0.11% 29 0.00
David Katz - Matrix Asset Advisors Reduce 0.66% 125 0.01
Dodge & Cox Reduce 0.86% 19,500 0.01
David Rolfe - Wedgewood Partners Reduce 1.89% 947 0.10
Jensen Investment Management Reduce 2.24% 31,401 0.13
Polen Capital Management Reduce 4.06% 103,060 0.13
Christopher Davis - Davis Advisors Reduce 4.71% 5,353 0.02
First Eagle Investment Management Reduce 7.89% 3,327 0.00
Glenn Greenberg - Brave Warrior Advisors Reduce 14.08% 100 0.00
Robert Olstein - Olstein Capital Management Reduce 44.44% 6,000 0.54
Viking Global Investors Reduce 75.20% 1,397,162 2.70
Bill & Melinda Gates Foundation Trust Sell 100.00% 5,665 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 1,076 0.01
Q3  2023
David Katz - Matrix Asset Advisors Add 168.82% 11,915 0.85
Lee Ainslie - Maverick Capital Add 66.05% 428 0.00
Viking Global Investors Add 3.55% 63,669 0.13
Jensen Investment Management Add 2.82% 38,440 0.15
Mairs & Power Growth Fund Add 1.94% 10,000 0.11
Dodge & Cox Add 0.54% 12,200 0.01
Thomas Gayner - Markel Asset Management Buy 5,000 0.03
Bill & Melinda Gates Foundation Trust Buy 5,665 0.01
Christopher Davis - Davis Advisors Reduce 0.10% 110 0.00
Torray Funds Reduce 0.19% 50 0.00
Ruane Cunniff - Sequoia Fund Reduce 2.70% 10,433 0.18
Polen Capital Management Reduce 4.45% 118,140 0.16
Robert Olstein - Olstein Capital Management Reduce 6.90% 1,000 0.09
David Rolfe - Wedgewood Partners Reduce 31.66% 23,246 2.80
Glenn Greenberg - Brave Warrior Advisors Reduce 35.80% 396 0.01
Q2  2023
David Tepper - Appaloosa Management Add 33.33% 50,000 0.45
Robert Olstein - Olstein Capital Management Add 31.82% 3,500 0.27
Mairs & Power Growth Fund Add 1.78% 9,000 0.09
Jensen Investment Management Add 1.20% 16,143 0.06
Torray Funds Add 0.73% 196 0.02
David Katz - Matrix Asset Advisors Buy 7,058 0.47
First Eagle Investment Management Reduce 0.10% 42 0.00
Dodge & Cox Reduce 0.55% 12,500 0.01
Christopher Davis - Davis Advisors Reduce 0.91% 1,048 0.00
Polen Capital Management Reduce 2.08% 56,360 0.07
David Rolfe - Wedgewood Partners Reduce 2.41% 1,811 0.14
Viking Global Investors Reduce 14.56% 305,716 0.60
Lee Ainslie - Maverick Capital Reduce 99.51% 132,561 2.05
Daniel Loeb - Third Point Sell 100.00% 335,000 2.59
John Armitage - Egerton Capital Sell 100.00% 89,364 0.46
Q1  2023
Lee Ainslie - Maverick Capital Add 28122.25% 132,737 1.61
Viking Global Investors Add 65.65% 832,288 1.85
Robert Olstein - Olstein Capital Management Add 41.94% 3,250 0.24
David Rolfe - Wedgewood Partners Add 24.09% 14,606 1.17
Torray Funds Add 0.01% 2 0.00
Polen Capital Management Reduce 0.48% 13,041 0.02
Christopher Davis - Davis Advisors Reduce 1.15% 1,335 0.00
First Eagle Investment Management Reduce 2.08% 897 0.00
Jensen Investment Management Reduce 3.38% 47,090 0.17
Glenn Greenberg - Brave Warrior Advisors Reduce 8.29% 100 0.00
Stephen Mandel - Lone Pine Capital Reduce 16.21% 172,433 0.75
Daniel Loeb - Third Point Reduce 50.00% 335,000 2.59
John Armitage - Egerton Capital Reduce 91.60% 974,662 5.02
Francois Rochon - Giverny Capital Sell 100.00% 1,733 0.06
Q4  2022
Viking Global Investors Add 263.71% 919,153 2.45
Jensen Investment Management Add 15.38% 185,736 0.77
Stephen Mandel - Lone Pine Capital Add 13.21% 124,144 0.63
Lee Ainslie - Maverick Capital Add 1.51% 7 0.00
Francois Rochon - Giverny Capital Buy 1,733 0.06
David Rolfe - Wedgewood Partners Reduce 0.40% 245 0.02
Mairs & Power Growth Fund Reduce 1.56% 8,000 0.10
Polen Capital Management Reduce 4.35% 123,918 0.19
Christopher Davis - Davis Advisors Reduce 5.08% 6,214 0.02
Dodge & Cox Reduce 6.15% 148,300 0.09
John Armitage - Egerton Capital Reduce 7.44% 85,473 0.39
Robert Olstein - Olstein Capital Management Reduce 10.92% 950 0.08
Ruane Cunniff - Sequoia Fund Reduce 17.06% 79,350 1.45
First Eagle Investment Management Reduce 35.54% 23,754 0.03
Glenn Greenberg - Brave Warrior Advisors Reduce 51.09% 1,260 0.02
Q3  2022
Daniel Loeb - Third Point Add 17.54% 100,000 0.92
Stephen Mandel - Lone Pine Capital Add 17.39% 139,144 0.66
Jensen Investment Management Add 8.41% 93,674 0.41
Viking Global Investors Buy 348,550 0.82
Lee Ainslie - Maverick Capital Buy 465 0.01
Christopher Davis - Davis Advisors Reduce 0.61% 747 0.00
Polen Capital Management Reduce 2.30% 67,080 0.09
David Rolfe - Wedgewood Partners Reduce 2.59% 1,619 0.15
Dodge & Cox Reduce 2.97% 73,900 0.05
Mairs & Power Growth Fund Reduce 4.99% 27,000 0.32
First Eagle Investment Management Reduce 5.95% 4,225 0.01
Robert Olstein - Olstein Capital Management Reduce 13.00% 1,300 0.11
John Armitage - Egerton Capital Reduce 23.23% 347,821 1.36
Q2  2022
David Rolfe - Wedgewood Partners Reduce 1.15% 730 0.06
Jensen Investment Management Reduce 3.13% 36,013 0.15
Dodge & Cox Reduce 3.72% 96,100 0.06
Robert Olstein - Olstein Capital Management Reduce 4.76% 500 0.04
Daniel Loeb - Third Point Reduce 5.79% 35,000 0.43
Mairs & Power Growth Fund Reduce 6.88% 40,000 0.46
Stephen Mandel - Lone Pine Capital Reduce 7.54% 65,266 0.32
John Armitage - Egerton Capital Reduce 8.44% 138,007 0.48
David Tepper - Appaloosa Management Reduce 10.71% 18,000 0.58
Torray Funds Reduce 12.79% 3,913 0.39
First Eagle Investment Management Reduce 14.15% 11,718 0.02

* "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.