Stephen Mandel - Lone Pine Capital
Holding/activity history for United Health Group Inc. (UNH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 821,880 | 3.58 | Reduce 12.97% | 0.53 | $584.68 |
| 2024 Q2 | 944,317 | 3.90 | Buy | 3.90 | $509.26 |
| 2024 Q1 | 0 | 0 | Sell 100.00% | 4.06 | |
| 2023 Q4 | 891,167 | 4.06 | $526.47 | ||
| 2023 Q3 | 891,167 | 4.33 | $504.19 | ||
| 2023 Q2 | 891,167 | 3.93 | $480.64 | ||
| 2023 Q1 | 891,167 | 3.90 | Reduce 16.21% | 0.75 | $472.59 |
| 2022 Q4 | 1,063,600 | 5.38 | Add 13.21% | 0.63 | $530.18 |
| 2022 Q3 | 939,456 | 4.47 | Add 17.39% | 0.66 | $505.04 |
| 2022 Q2 | 800,312 | 3.88 | Reduce 7.54% | 0.32 | $513.63 |
| 2022 Q1 | 865,578 | 2.63 | Reduce 62.30% | 4.35 | $509.97 |
| 2021 Q4 | 2,296,087 | 4.72 | Reduce 23.62% | 1.46 | $502.14 |
| 2021 Q3 | 3,005,990 | 3.96 | $390.74 | ||
| 2021 Q2 | 3,005,990 | 3.88 | Reduce 4.47% | 0.18 | $400.44 |
| 2021 Q1 | 3,146,574 | 4.25 | Reduce 1.05% | 0.05 | $372.07 |
| 2020 Q4 | 3,180,020 | 4.05 | Reduce 19.42% | 0.98 | $350.68 |
| 2020 Q3 | 3,946,431 | 5.28 | Add 30.50% | 1.23 | $311.77 |
| 2020 Q2 | 3,024,039 | 4.58 | Reduce 34.46% | 2.41 | $294.95 |
| 2020 Q1 | 4,613,971 | 7.00 | Add 8.74% | 0.56 | $249.38 |
| 2019 Q4 | 4,243,054 | 6.68 | Reduce 6.31% | 0.45 | $293.98 |
| 2019 Q3 | 4,528,854 | 5.79 | Add 20.06% | 0.97 | $217.32 |
| 2019 Q2 | 3,772,254 | 5.72 | Add 5.53% | 0.30 | $244.01 |
| 2019 Q1 | 3,574,718 | 5.17 | $247.26 | ||
| 2018 Q4 | 3,574,718 | 6.03 | Add 18.46% | 0.94 | $249.12 |
| 2018 Q3 | 3,017,661 | 4.13 | Reduce 26.78% | 1.51 | $266.04 |
| 2018 Q2 | 4,121,415 | 5.35 | Reduce 3.13% | 0.17 | $245.34 |
| 2018 Q1 | 4,254,415 | 4.61 | Add 16.83% | 0.66 | $214.00 |
| 2017 Q4 | 3,641,563 | 4.19 | Reduce 17.29% | 0.88 | $220.46 |
| 2017 Q3 | 4,402,726 | 4.25 | Add 158.17% | 2.60 | $195.85 |
| 2017 Q2 | 1,705,353 | 1.61 | Buy | 1.61 | $185.42 |