John Armitage
Egerton Capital
John Armitage UnitedHealth Group Incorporated stake
total: 222
Egerton Capital UNH trades
- Total transactions:
- 23
- New positions:
- 2
- Sold out:
- 2
- Added:
- 6
- Reduced:
- 13
- Held since:
- 2019 Q4
- Held for:
- 14 quarters
- Latest activity:
- 2023 Q2
According to 2026 Q2 report, John Armitage doesn't hold any UnitedHealth Group Incorporated (UNH) shares. To date, the estimated cost basis is nearly $301.61 for "buy" trades and estimated average "sell" price is $393.78. Egerton Capital first purchased UNH in 2017 Q4, initially acquiring about 1.67M shares. John Armitage later completely sold out the position and invested in UnitedHealth Group Incorporated again in 2019 Q4. Since the initial investment in UnitedHealth Group Incorporated (UNH), Egerton Capital has made 22 more transactions.
When did John Armitage sell UnitedHealth Group Incorporated (UNH)?
John Armitage sold off the entire UnitedHealth Group Incorporated (UNH) position in 2023 Q2.
When did John Armitage buy UnitedHealth Group Incorporated (UNH)?
John Armitage first invested in UnitedHealth Group Incorporated (UNH) in 2017 Q4 at the reported quarter-end price of $220.46 per share.
What's the cost basis of Egerton Capital's UNH stake?
The estimated cost basis for UnitedHealth Group Incorporated (UNH) stake is around $301.61 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $301.61
- Weighted AVG sell price:
- $393.78
John Armitage's historical trades in UnitedHealth Group Incorporated
23 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2023 Q2
|
0.00%
|
0
|
$472.59
|
|
-100% (-89,364)
|
-0.46%
|
|
2023 Q1
|
0.46%
|
89,364
|
$472.59
|
$42,232,533
|
-91.60% (-974,662)
|
-3.96%
|
|
2022 Q4
|
4.85%
|
1,064,026
|
$530.18
|
$564,125,305
|
-7.44% (-85,473)
|
-0.35%
|
|
2022 Q3
|
4.51%
|
1,149,499
|
$505.04
|
$580,543,000
|
-23.23% (-347,821)
|
-1.19%
|
|
2022 Q2
|
5.19%
|
1,497,320
|
$513.63
|
$769,068,000
|
-8.44% (-138,007)
|
-0.37%
|
|
2022 Q1
|
4.39%
|
1,635,327
|
$509.97
|
$833,968,000
|
-19.36% (-392,598)
|
-0.93%
|
|
2021 Q4
|
4.75%
|
2,027,925
|
$502.14
|
$1,018,302,000
|
-2.07% (-42,950)
|
-0.1%
|
|
2021 Q3
|
3.85%
|
2,070,875
|
$390.74
|
$809,174,000
|
-1.60% (-33,727)
|
-0.07%
|
|
2021 Q2
|
4.19%
|
2,104,602
|
$400.44
|
$842,767,000
|
+12.57% (+235,023)
|
+0.47%
|
|
2021 Q1
|
3.66%
|
1,869,579
|
$372.07
|
$695,614,000
|
+3.97% (+71,469)
|
+0.14%
|
|
2020 Q4
|
3.57%
|
$350.68
|
-28.95% (-732,643)
|
|||
|
2020 Q3
|
4.87%
|
$311.77
|
-10.79% (-306,110)
|
|||
|
2020 Q2
|
6.22%
|
$294.95
|
+56.90% (+1,028,819)
|
|||
|
2020 Q1
|
4.66%
|
$249.38
|
-35.58% (-998,761)
|
|||
|
2019 Q4
|
5.91%
|
$293.98
|
new
|
|||
|
2019 Q3
|
0.00%
|
$244.01
|
-100% (-194,003)
|
|||
|
2019 Q2
|
0.35%
|
$244.01
|
-68.03% (-412,866)
|
|||
|
2019 Q1
|
1.06%
|
$247.26
|
-75.38% (-1,858,232)
|
|||
|
2018 Q4
|
5.11%
|
$249.12
|
+62.09% (+944,290)
|
|||
|
2018 Q3
|
3.00%
|
$266.04
|
-44.69% (-1,228,961)
|
|||
|
2018 Q2
|
5.16%
|
$245.34
|
+26.96% (+583,898)
|
|||
|
2018 Q1
|
3.77%
|
$214.00
|
+29.43% (+492,530)
|
|||
|
2017 Q4
|
3.23%
|
$220.46
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.