United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:16
Ownership rank:10
% of all portfolios:0.48%
Hold Price * :$525.13
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
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
Christopher Davis - Davis Advisors Reduce 0.10% 110 0.00
Torray Funds Reduce 0.19% 50 0.00
Ruane, Cunniff & Goldfarb - 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
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
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
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 & Goldfarb - 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
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
Christopher Davis - Davis Advisors Reduce 19.57% 29,955 0.10
Polen Capital Management Reduce 22.49% 846,099 1.15
Ruane, Cunniff & Goldfarb - Sequoia Fund Reduce 25.40% 158,384 2.53
Glenn Greenberg - Brave Warrior Advisors Reduce 30.65% 1,090 0.02
Viking Global Investors Sell 100.00% 76,910 0.16
Francois Rochon - Giverny Capital Sell 100.00% 2,435 0.07
Q1  2022
Polen Capital Management Reduce 2.96% 114,675 0.11
Robert Olstein - Olstein Capital Management Reduce 4.55% 500 0.03
Ruane, Cunniff & Goldfarb - Sequoia Fund Reduce 4.69% 30,659 0.39
Mairs & Power Growth Fund Reduce 4.75% 29,000 0.27
David Tepper - Appaloosa Management Reduce 6.15% 11,000 0.22
Jensen Investment Management Reduce 8.90% 112,365 0.43
Torray Funds Reduce 11.15% 3,840 0.32
Christopher Davis - Davis Advisors Reduce 14.34% 25,626 0.07
First Eagle Investment Management Reduce 18.25% 18,479 0.02
John Armitage - Egerton Capital Reduce 19.36% 392,598 1.05
Daniel Loeb - Third Point Reduce 23.42% 185,000 1.23
Francois Rochon - Giverny Capital Reduce 40.07% 1,628 0.05
Stephen Mandel - Lone Pine Capital Reduce 62.30% 1,430,509 4.35
Glenn Greenberg - Brave Warrior Advisors Reduce 98.40% 218,105 3.07
Q4  2021
Jensen Investment Management Reduce 0.64% 8,100 0.03
Mairs & Power Growth Fund Reduce 0.81% 5,000 0.04
Glenn Greenberg - Brave Warrior Advisors Reduce 1.97% 4,460 0.07
John Armitage - Egerton Capital Reduce 2.07% 42,950 0.10
Ruane, Cunniff & Goldfarb - Sequoia Fund Reduce 2.79% 18,782 0.19
First Eagle Investment Management Reduce 4.03% 4,257 0.01
Christopher Davis - Davis Advisors Reduce 4.44% 8,309 0.02
Torray Funds Reduce 9.65% 3,677 0.27
Stephen Mandel - Lone Pine Capital Reduce 23.62% 709,903 1.46
Robert Olstein - Olstein Capital Management Reduce 37.14% 6,500 0.39
Viking Global Investors Sell 100.00% 726,474 0.79
Q3  2021
First Eagle Investment Management Reduce 0.85% 909 0.00
John Armitage - Egerton Capital Reduce 1.60% 33,727 0.06
Christopher Davis - Davis Advisors Reduce 4.09% 7,972 0.01

* "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.