United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:17
Ownership rank:9
% of all portfolios:0.557%
Hold Price * :$535.01
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2021
≡ John Armitage - Egerton Capital Add 3.97% 71,469 0.14
≡ Polen Capital Management Add 2.76% 95,941 0.08
≡ Jensen Investment Management Add 1.57% 22,358 0.07
≡ Torray Funds Reduce 0.02% 9 0.00
≡ Christopher Davis - Davis Advisors Reduce 0.64% 1,256 0.00
≡ First Eagle Investment Management Reduce 0.76% 820 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 1.05% 33,446 0.05
≡ Dodge & Cox Reduce 9.93% 294,300 0.14
≡ Lee Ainslie - Maverick Capital Reduce 52.05% 1,742 0.01
Q4  2020
≡ David Tepper - Appaloosa Management Add 183.69% 129,500 0.68
≡ First Eagle Investment Management Add 21.49% 18,974 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Add 2.01% 3,213 0.04
≡ Polen Capital Management Add 1.60% 54,656 0.04
≡ Mairs & Power Growth Fund Add 1.27% 6,400 0.05
≡ 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
≡ Viking Global Investors Buy 2,793,665 2.69
≡ Daniel Loeb - Third Point Buy 320,000 0.87
≡ Lee Ainslie - Maverick Capital Reduce 0.83% 28 0.00
≡ Harry Burn - Sound Shore Reduce 15.71% 11,200 0.35
≡ Stephen Mandel - Lone Pine Capital Reduce 19.42% 766,411 0.98
≡ Dodge & Cox Reduce 22.15% 843,200 0.42
≡ John Armitage - Egerton Capital Reduce 28.95% 732,643 1.45
≡ Robert Olstein - Olstein Capital Management Reduce 30.43% 7,000 0.39
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 118.16% 1,828 0.01
≡ Stephen Mandel - Lone Pine Capital Add 30.50% 922,392 1.23
≡ Ruane Cunniff - Sequoia Fund Add 30.44% 153,621 1.23
≡ Polen Capital Management Buy 3,419,053 2.85
≡ First Eagle Investment Management Buy 88,276 0.08
≡ Dodge & Cox Reduce 2.02% 78,600 0.04
≡ Christopher Davis - Davis Advisors Reduce 2.11% 4,252 0.01
≡ Torray Funds Reduce 3.03% 1,355 0.08
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 3.38% 5,590 0.08
≡ John Armitage - Egerton Capital Reduce 10.79% 306,110 0.59
≡ Jensen Investment Management Reduce 11.13% 177,265 0.49
≡ Harry Burn - Sound Shore Reduce 20.16% 18,000 0.55
≡ David Tepper - Appaloosa Management Reduce 47.78% 64,500 0.36
≡ Francois Rochon - Giverny Capital Sell 100.00% 1,014 0.03
Q2  2020
≡ John Armitage - Egerton Capital Add 56.90% 1,028,819 2.26
≡ Jensen Investment Management Add 5.13% 77,685 0.22
≡ Francois Rochon - Giverny Capital Buy 1,014 0.03
≡ Ruane Cunniff - Sequoia Fund Reduce 0.04% 189 0.00
≡ Torray Funds Reduce 0.15% 66 0.00
≡ Mairs & Power Growth Fund Reduce 2.50% 12,900 0.09
≡ Christopher Davis - Davis Advisors Reduce 6.65% 14,337 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 17.86% 5,000 0.28
≡ Dodge & Cox Reduce 21.42% 1,058,900 0.53
≡ Harry Burn - Sound Shore Reduce 22.68% 26,200 0.77
≡ Stephen Mandel - Lone Pine Capital Reduce 34.46% 1,589,932 2.41
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 37.10% 97,609 1.43
≡ David Tepper - Appaloosa Management Reduce 46.00% 115,000 0.59
≡ Lee Ainslie - Maverick Capital Reduce 88.20% 11,566 0.07
Q1  2020
≡ Glenn Greenberg - Brave Warrior Advisors Add 65.38% 104,011 1.49
≡ Lee Ainslie - Maverick Capital Add 44.18% 4,018 0.02
≡ Robert Olstein - Olstein Capital Management Add 27.27% 6,000 0.33
≡ Torray Funds Add 22.39% 8,201 0.45
≡ Stephen Mandel - Lone Pine Capital Add 8.74% 370,917 0.56
≡ Jensen Investment Management Add 1.71% 25,495 0.07
≡ Ruane Cunniff - Sequoia Fund Buy 504,853 4.33
≡ Dodge & Cox Reduce 0.39% 19,300 0.01
≡ Mairs & Power Growth Fund Reduce 1.90% 10,000 0.07
≡ Christopher Davis - Davis Advisors Reduce 2.52% 5,580 0.01
≡ David Tepper - Appaloosa Management Reduce 16.67% 50,000 0.38
≡ Harry Burn - Sound Shore Reduce 28.24% 45,450 1.22
≡ 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
≡ Viking Global Investors Sell 100.00% 958,037 1.32
Q4  2019
≡ David Tepper - Appaloosa Management Add 20.00% 50,000 0.38
≡ Dodge & Cox Add 15.11% 651,500 0.26
≡ 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
≡ Lee Ainslie - Maverick Capital Buy 9,095 0.04
≡ Torray Funds Reduce 0.34% 125 0.01
≡ Stephen Mandel - Lone Pine Capital Reduce 6.31% 285,800 0.45
≡ Harry Burn - Sound Shore Reduce 14.57% 27,450 0.55
≡ Jensen Investment Management Reduce 18.78% 344,440 1.00
≡ Robert Olstein - Olstein Capital Management Reduce 37.14% 13,000 0.59
Q3  2019
≡ Robert Olstein - Olstein Capital Management Add 25.00% 7,000 0.24
≡ Stephen Mandel - Lone Pine Capital Add 20.06% 756,600 0.97
≡ Dodge & Cox Add 10.22% 400,000 0.13
≡ Mairs & Power Growth Fund Add 8.22% 40,000 0.20
≡ Jensen Investment Management Add 0.93% 16,989 0.04
≡ Torray Funds Add 0.30% 110 0.00
≡ Harry Burn - Sound Shore Buy 188,400 2.61
≡ David Tepper - Appaloosa Management Reduce 25.37% 85,000 0.56
≡ Viking Global Investors Sell 100.00% 4,812,185 5.29
≡ John Armitage - Egerton Capital Sell 100.00% 194,003 0.35
Q2  2019
≡ Robert Olstein - Olstein Capital Management Add 86.67% 13,000 0.52
≡ Leon Cooperman Add 63.60% 55,011 0.80
≡ Mairs & Power Growth Fund Add 37.94% 133,800 0.75
≡ David Tepper - Appaloosa Management Add 34.00% 85,000 0.92
≡ Viking Global Investors Add 28.63% 1,071,149 1.18
≡ Jensen Investment Management Add 13.85% 221,097 0.62
≡ 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
≡ John Armitage - Egerton Capital Reduce 68.03% 412,866 0.74

* "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.