UNH
UnitedHealth Group Incorporated
UnitedHealth Group Incorporated historical holders
total: 37
Egerton Capital UnitedHealth Group Incorporated transactions over time
- 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
John Armitage has been an institutional investor in UnitedHealth Group Incorporated (UNH) since 2017 Q4. According to 2026 Q2 report, John Armitage doesn't hold any shares. The fund/company first acquired UNH in 2017 Q4, initially purchasing about 1.67M shares. John Armitage later completely sold out the position and reinvested in UNH again in 2019 Q4. Since the initial investment, Egerton Capital has made 22 more transactions in this position.
When did John Armitage exit their UNH position?
John Armitage no longer holds UnitedHealth Group Incorporated (UNH). They sold off their entire position in 2023 Q2, closing out an investment that began in 2017 Q4.
When did John Armitage first invest in UNH?
John Armitage first invested in UnitedHealth Group Incorporated (UNH) in 2017 Q4 at the reported quarter-end price of $220.46 per share, acquiring 1,673,344 shares in their initial purchase.
What is John Armitage's average cost basis for UNH?
Based on historical transaction data, John Armitage's estimated cost basis for UnitedHealth Group Incorporated (UNH) is approximately $301.61 per share. This represents their average reported price* across all buy transactions.
Has John Armitage reinvested in UNH after selling?
Yes, John Armitage has shown renewed interest in UnitedHealth Group Incorporated (UNH). After completely selling their position, they reinitiated an investment in 2019 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $301.61
- Weighted AVG sell price:
- $393.78
UNH transactions history by Egerton Capital
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.