United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:16
Ownership rank:10
% of all portfolios:0.434%
Hold Price * :$498.80
History Portfolio Manager Activity Share change % change to portfolio
Q2  2022
Polen Capital Management Reduce 22.49% 846,099 1.15
Christopher Davis - Davis Advisors Reduce 19.57% 29,955 0.10
First Eagle Investment Management Reduce 14.15% 11,718 0.02
Torray Funds Reduce 12.79% 3,913 0.39
David Tepper - Appaloosa Management Reduce 10.71% 18,000 0.58
John Armitage - Egerton Capital Reduce 8.44% 138,007 0.48
Stephen Mandel - Lone Pine Capital Reduce 7.54% 65,266 0.32
Mairs & Power Growth Fund Reduce 6.88% 40,000 0.46
Daniel Loeb - Third Point Reduce 5.79% 35,000 0.43
Robert Olstein - Olstein Capital Management Reduce 4.76% 500 0.04
Dodge & Cox Reduce 3.72% 96,100 0.06
Jensen Investment Management Reduce 3.13% 36,013 0.15
David Rolfe - Wedgewood Partners Reduce 1.15% 730 0.06
Francois Rochon - Giverny Capital Sell 100.00% 2,435 0.07
Viking Global Investors Sell 100.00% 76,910 0.16
Q1  2022
David Rolfe - Wedgewood Partners Add 20.49% 10,750 0.77
Viking Global Investors Buy 76,910 0.16
Glenn Greenberg - Brave Warrior Advisors Reduce 98.40% 218,105 3.07
Stephen Mandel - Lone Pine Capital Reduce 62.30% 1,430,509 4.35
Francois Rochon - Giverny Capital Reduce 40.07% 1,628 0.05
Daniel Loeb - Third Point Reduce 23.42% 185,000 1.23
John Armitage - Egerton Capital Reduce 19.36% 392,598 1.05
First Eagle Investment Management Reduce 18.25% 18,479 0.02
Christopher Davis - Davis Advisors Reduce 14.34% 25,626 0.07
Torray Funds Reduce 11.15% 3,840 0.32
Jensen Investment Management Reduce 8.90% 112,365 0.43
David Tepper - Appaloosa Management Reduce 6.15% 11,000 0.22
Mairs & Power Growth Fund Reduce 4.75% 29,000 0.27
Ruane Cunniff - Sequoia Fund Reduce 4.69% 30,659 0.39
Robert Olstein - Olstein Capital Management Reduce 4.55% 500 0.03
Polen Capital Management Reduce 2.96% 114,675 0.11
Q4  2021
David Rolfe - Wedgewood Partners Add 0.95% 494 0.03
Polen Capital Management Add 1.85% 70,473 0.06
Francois Rochon - Giverny Capital Add 6.36% 243 0.01
Daniel Loeb - Third Point Add 16.18% 110,000 0.39
Robert Olstein - Olstein Capital Management Reduce 37.14% 6,500 0.39
Stephen Mandel - Lone Pine Capital Reduce 23.62% 709,903 1.46
Torray Funds Reduce 9.65% 3,677 0.27
Christopher Davis - Davis Advisors Reduce 4.44% 8,309 0.02
First Eagle Investment Management Reduce 4.03% 4,257 0.01
Ruane Cunniff - Sequoia Fund Reduce 2.79% 18,782 0.19
John Armitage - Egerton Capital Reduce 2.07% 42,950 0.10
Glenn Greenberg - Brave Warrior Advisors Reduce 1.97% 4,460 0.07
Mairs & Power Growth Fund Reduce 0.81% 5,000 0.04
Jensen Investment Management Reduce 0.64% 8,100 0.03
Viking Global Investors Sell 100.00% 726,474 0.79
Q3  2021
Dodge & Cox Add 0.92% 23,500 0.01
Polen Capital Management Add 1.90% 70,893 0.05
Daniel Loeb - Third Point Add 13.33% 80,000 0.17
Francois Rochon - Giverny Capital Buy 3,820 0.09
David Rolfe - Wedgewood Partners Buy 51,972 2.86
Viking Global Investors Reduce 59.61% 1,072,176 1.17
Glenn Greenberg - Brave Warrior Advisors Reduce 6.57% 15,898 0.22
Jensen Investment Management Reduce 6.38% 86,530 0.27
Torray Funds Reduce 5.86% 2,371 0.14
Robert Olstein - Olstein Capital Management Reduce 5.41% 1,000 0.05
David Tepper - Appaloosa Management Reduce 4.28% 8,000 0.07
Christopher Davis - Davis Advisors Reduce 4.09% 7,972 0.01
John Armitage - Egerton Capital Reduce 1.60% 33,727 0.06
First Eagle Investment Management Reduce 0.85% 909 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 7,247 0.03
Harry Burn - Sound Shore Sell 100.00% 60,100 1.93
Q2  2021
Ruane Cunniff - Sequoia Fund Add 2.24% 14,764 0.12
Polen Capital Management Add 4.66% 166,431 0.13
John Armitage - Egerton Capital Add 12.57% 235,023 0.47
Lee Ainslie - Maverick Capital Add 351.53% 5,642 0.02
Viking Global Investors Reduce 41.62% 1,282,224 1.56
David Tepper - Appaloosa Management Reduce 32.61% 90,500 0.75
Robert Olstein - Olstein Capital Management Reduce 15.91% 3,500 0.18
Torray Funds Reduce 6.77% 2,940 0.17
Jensen Investment Management Reduce 6.05% 87,311 0.26
Stephen Mandel - Lone Pine Capital Reduce 4.47% 140,584 0.18
Dodge & Cox Reduce 4.13% 110,300 0.05
Glenn Greenberg - Brave Warrior Advisors Reduce 1.79% 4,411 0.06
Christopher Davis - Davis Advisors Reduce 0.58% 1,144 0.00
Q1  2021
Jensen Investment Management Add 1.57% 22,358 0.07
Polen Capital Management Add 2.76% 95,941 0.08
John Armitage - Egerton Capital Add 3.97% 71,469 0.14
Viking Global Investors Add 10.28% 287,209 0.32
Mairs & Power Growth Fund Add 20.59% 105,000 0.77
Robert Olstein - Olstein Capital Management Add 37.50% 6,000 0.31
David Tepper - Appaloosa Management Add 38.75% 77,500 0.41
Glenn Greenberg - Brave Warrior Advisors Add 51.08% 83,316 1.01
Daniel Loeb - Third Point Add 87.50% 280,000 0.70
Lee Ainslie - Maverick Capital Reduce 52.05% 1,742 0.01
Dodge & Cox Reduce 9.93% 294,300 0.14
Stephen Mandel - Lone Pine Capital Reduce 1.05% 33,446 0.05
First Eagle Investment Management Reduce 0.76% 820 0.00
Christopher Davis - Davis Advisors Reduce 0.64% 1,256 0.00
Torray Funds Reduce 0.02% 9 0.00
Q4  2020
Torray Funds Add 0.04% 17 0.00
Christopher Davis - Davis Advisors Add 0.19% 373 0.00
Jensen Investment Management Add 0.42% 5,896 0.02
Mairs & Power Growth Fund Add 1.27% 6,400 0.05
Polen Capital Management Add 1.60% 54,656 0.04
Glenn Greenberg - Brave Warrior Advisors Add 2.01% 3,213 0.04
First Eagle Investment Management Add 21.49% 18,974 0.02
David Tepper - Appaloosa Management Add 183.69% 129,500 0.68
Daniel Loeb - Third Point Buy 320,000 0.87
Viking Global Investors Buy 2,793,665 2.69

* "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.