United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:16
Ownership rank:9
% of all portfolios:0.546%
Hold Price * :$587.81
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Thomas Gayner - Markel Group Add 15.61% 3,250 0.02
Mairs & Power Growth Fund Add 6.97% 37,000 0.38
Torray Funds Add 1.61% 433 0.04
Chase Coleman - Tiger Global Management Add 0.76% 17,800 0.04
First Eagle Investment Management Add 0.19% 793 0.00
Dodge & Cox Reduce 0.56% 14,800 0.01
David Katz - Matrix Asset Advisors Reduce 1.46% 363 0.02
David Rolfe - Wedgewood Partners Reduce 1.50% 885 0.10
David Tepper - Appaloosa Management Reduce 5.68% 10,500 0.09
Polen Capital Management Reduce 11.23% 252,630 0.38
Stephen Mandel - Lone Pine Capital Reduce 12.97% 122,437 0.53
Glenn Greenberg - Brave Warrior Advisors Reduce 18.20% 111 0.00
Jensen Investment Management Reduce 24.75% 239,156 1.17
Robert Olstein - Olstein Capital Management Reduce 27.27% 4,500 0.45
Christopher Davis - Davis Advisors Reduce 43.37% 39,161 0.13
Viking Global Investors Sell 100.00% 441,795 0.86
Q2  2024
First Eagle Investment Management Add 963.55% 372,701 0.43
Thomas Gayner - Markel Group Add 29.28% 4,714 0.02
Robert Olstein - Olstein Capital Management Add 13.79% 2,000 0.18
Mairs & Power Growth Fund Add 1.14% 6,000 0.06
Christopher Davis - Davis Advisors Add 0.49% 440 0.00
Torray Funds Add 0.15% 40 0.00
Chase Coleman - Tiger Global Management Buy 2,347,600 5.53
Stephen Mandel - Lone Pine Capital Buy 944,317 3.90
David Katz - Matrix Asset Advisors Reduce 0.39% 97 0.01
David Rolfe - Wedgewood Partners Reduce 2.11% 1,273 0.15
Polen Capital Management Reduce 6.05% 144,729 0.18
David Tepper - Appaloosa Management Reduce 7.50% 15,000 0.12
Jensen Investment Management Reduce 28.98% 394,320 1.64
Viking Global Investors Reduce 67.54% 919,412 1.79
Lee Ainslie - Maverick Capital Sell 100.00% 616 0.01
Q1  2024
Viking Global Investors Add 195.41% 900,425 1.66
Robert Olstein - Olstein Capital Management Add 93.33% 7,000 0.56
Thomas Gayner - Markel Group Add 46.36% 5,100 0.03
David Katz - Matrix Asset Advisors Add 32.55% 6,135 0.36
David Rolfe - Wedgewood Partners Add 22.28% 10,969 1.14
Dodge & Cox Add 18.29% 410,500 0.19
Lee Ainslie - Maverick Capital Buy 616 0.01
First Eagle Investment Management Reduce 0.37% 142 0.00
Jensen Investment Management Reduce 0.63% 8,679 0.03
Polen Capital Management Reduce 1.70% 41,293 0.05
Christopher Davis - Davis Advisors Reduce 17.06% 18,478 0.05
Stephen Mandel - Lone Pine Capital Sell 100.00% 891,167 4.06
Q4  2023
Thomas Gayner - Markel Group 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 Group 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

* "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.