United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:16
Ownership rank:10
% of all portfolios:0.442%
Hold Price * :$504.37
History Portfolio Manager Activity Share change % change to portfolio
Q4  2020
Polen Capital Management Add 1.60% 54,656 0.04
First Eagle Investment Management Add 21.49% 18,974 0.02
Jensen Investment Management Add 0.42% 5,896 0.02
Christopher Davis - Davis Advisors Add 0.19% 373 0.00
Torray Funds Add 0.04% 17 0.00
Lee Ainslie - Maverick Capital Reduce 0.83% 28 0.00
Q3  2020
Polen Capital Management Buy 3,419,053 2.85
Stephen Mandel - Lone Pine Capital Add 30.50% 922,392 1.23
Ruane Cunniff - Sequoia Fund Add 30.44% 153,621 1.23
John Armitage - Egerton Capital Reduce 10.79% 306,110 0.59
Harry Burn - Sound Shore Reduce 20.16% 18,000 0.55
Jensen Investment Management Reduce 11.13% 177,265 0.49
David Tepper - Appaloosa Management Reduce 47.78% 64,500 0.36
Torray Funds Reduce 3.03% 1,355 0.08
Glenn Greenberg - Brave Warrior Advisors Reduce 3.38% 5,590 0.08
First Eagle Investment Management Buy 88,276 0.08
Dodge & Cox Reduce 2.02% 78,600 0.04
Francois Rochon - Giverny Capital Sell 100.00% 1,014 0.03
Lee Ainslie - Maverick Capital Add 118.16% 1,828 0.01
Christopher Davis - Davis Advisors Reduce 2.11% 4,252 0.01
Q2  2020
Stephen Mandel - Lone Pine Capital Reduce 34.46% 1,589,932 2.41
John Armitage - Egerton Capital Add 56.90% 1,028,819 2.26
Glenn Greenberg - Brave Warrior Advisors Reduce 37.10% 97,609 1.43
Harry Burn - Sound Shore Reduce 22.68% 26,200 0.77
David Tepper - Appaloosa Management Reduce 46.00% 115,000 0.59
Dodge & Cox Reduce 21.42% 1,058,900 0.53
Robert Olstein - Olstein Capital Management Reduce 17.86% 5,000 0.28
Jensen Investment Management Add 5.13% 77,685 0.22
Mairs & Power Growth Fund Reduce 2.50% 12,900 0.09
Lee Ainslie - Maverick Capital Reduce 88.20% 11,566 0.07
Francois Rochon - Giverny Capital Buy 1,014 0.03
Christopher Davis - Davis Advisors Reduce 6.65% 14,337 0.02
Ruane Cunniff - Sequoia Fund Reduce 0.04% 189 0.00
Torray Funds Reduce 0.15% 66 0.00
Q1  2020
Ruane Cunniff - Sequoia Fund Buy 504,853 4.33
John Armitage - Egerton Capital Reduce 35.58% 998,761 2.57
Thomas Gayner - Markel Group Sell 100.00% 599,000 2.44
Leon Cooperman Sell 100.00% 141,500 2.25
Glenn Greenberg - Brave Warrior Advisors Add 65.38% 104,011 1.49
Viking Global Investors Sell 100.00% 958,037 1.32
Harry Burn - Sound Shore Reduce 28.24% 45,450 1.22
Stephen Mandel - Lone Pine Capital Add 8.74% 370,917 0.56
Torray Funds Add 22.39% 8,201 0.45
David Tepper - Appaloosa Management Reduce 16.67% 50,000 0.38
Robert Olstein - Olstein Capital Management Add 27.27% 6,000 0.33
Jensen Investment Management Add 1.71% 25,495 0.07
Mairs & Power Growth Fund Reduce 1.90% 10,000 0.07
Lee Ainslie - Maverick Capital Add 44.18% 4,018 0.02
Dodge & Cox Reduce 0.39% 19,300 0.01
Christopher Davis - Davis Advisors Reduce 2.52% 5,580 0.01
Q4  2019
John Armitage - Egerton Capital Buy 2,806,805 5.91
Glenn Greenberg - Brave Warrior Advisors Buy 159,089 2.47
Viking Global Investors Buy 958,037 1.32
Jensen Investment Management Reduce 18.78% 344,440 1.00
Robert Olstein - Olstein Capital Management Reduce 37.14% 13,000 0.59
Harry Burn - Sound Shore Reduce 14.57% 27,450 0.55
Stephen Mandel - Lone Pine Capital Reduce 6.31% 285,800 0.45
David Tepper - Appaloosa Management Add 20.00% 50,000 0.38
Dodge & Cox Add 15.11% 651,500 0.26
Lee Ainslie - Maverick Capital Buy 9,095 0.04
Torray Funds Reduce 0.34% 125 0.01
Q3  2019
Viking Global Investors Sell 100.00% 4,812,185 5.29
Harry Burn - Sound Shore Buy 188,400 2.61
Stephen Mandel - Lone Pine Capital Add 20.06% 756,600 0.97
David Tepper - Appaloosa Management Reduce 25.37% 85,000 0.56
John Armitage - Egerton Capital Sell 100.00% 194,003 0.35
Robert Olstein - Olstein Capital Management Add 25.00% 7,000 0.24
Mairs & Power Growth Fund Add 8.22% 40,000 0.20
Dodge & Cox Add 10.22% 400,000 0.13
Jensen Investment Management Add 0.93% 16,989 0.04
Torray Funds Add 0.30% 110 0.00
Q2  2019
Viking Global Investors Add 28.63% 1,071,149 1.18
David Tepper - Appaloosa Management Add 34.00% 85,000 0.92
Leon Cooperman Add 63.60% 55,011 0.80
Mairs & Power Growth Fund Add 37.94% 133,800 0.75
John Armitage - Egerton Capital Reduce 68.03% 412,866 0.74
Jensen Investment Management Add 13.85% 221,097 0.62
Robert Olstein - Olstein Capital Management Add 86.67% 13,000 0.52
Stephen Mandel - Lone Pine Capital Add 5.53% 197,536 0.30
Dodge & Cox Add 3.16% 120,000 0.04
Torray Funds Reduce 0.96% 357 0.01
Q1  2019
Mairs & Power Growth Fund Add 15.64% 47,700 0.27
Jensen Investment Management Add 5.83% 87,909 0.26
Robert Olstein - Olstein Capital Management Add 31.58% 3,600 0.15
Torray Funds Reduce 5.43% 2,125 0.06
Dodge & Cox Reduce 1.75% 67,700 0.02
Leon Cooperman Reduce 0.59% 511 0.01
Q4  2018
Leon Cooperman Reduce 53.45% 99,900 2.43
David Tepper - Appaloosa Management Reduce 28.34% 98,890 1.21
Stephen Mandel - Lone Pine Capital Add 18.46% 557,057 0.94
Robert Olstein - Olstein Capital Management Reduce 40.00% 7,600 0.31
Thomas Gayner - Markel Group Reduce 9.65% 64,000 0.30
Lee Ainslie - Maverick Capital Sell 100.00% 24,820 0.08
Dodge & Cox Reduce 0.77% 30,000 0.01
Jensen Investment Management Reduce 0.07% 1,070 0.00
Torray Funds Reduce 0.12% 47 0.00
Q3  2018
Stephen Mandel - Lone Pine Capital Reduce 26.78% 1,103,754 1.51
David Tepper - Appaloosa Management Reduce 34.10% 180,500 0.85
Dodge & Cox Reduce 8.45% 359,100 0.13
Leon Cooperman Reduce 3.91% 7,600 0.09

* "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.