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UnitedHealth Group Incorporated

UNH

UnitedHealth Group Incorporated

UnitedHealth Group Incorporated 13F Holders

UNH Stock Ownership Activity

# of activities:
11
AVG reported price*:
$499.63
Current price*:
-13.41%($432.61)
11 value investing gurus have made changes to the UnitedHealth Group Incorporated (UNH) position according to the gurus' 2024 Q1 SEC quarterly report(s). UNH has been completely sold out by 1 guru(s), the number of UNH shares has been increased by 7, decreased by 3 super investor(s).

Which gurus or hedge funds bought UNH in 2024 Q1?

According to the 2024 Q1 SEC filing(s) UnitedHealth Group Incorporated (UNH) has been bought by 7 gurus, out of those top 5 purchases (by % change to portfolio) have been made by Dodge & Cox Stock Fund (added shares +18.29%), Ole Andreas Halvorsen - Viking Global Investors (added shares +195.41%), Vulcan Value Partners (added shares +70.31%), David Rolfe - Wedgewood Partners (added shares +22.28%) and Ronald Muhlenkamp - Muhlenkamp & Co (added shares +1.15%).
To see more about who is investing in UnitedHealth Group Incorporated (UNH), please go to the UNH ownership page.
11 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
Ole Andreas Halvorsen
Viking Global Investors
+195.41%
+900,425
1,361,207
+1.66%
2.51%
2022 Q3
≈ 1.75 years
Robert Olstein
Olstein Capital Management
+93.33%
+7,000
14,500
+0.57%
1.17%
2014 Q1
≈ 10.25 years
C.T. Fitzpatrick
Vulcan Value Partners
+70.31%
+73,997
179,241
+0.53%
1.29%
2023 Q3
≈ 0.75 years
David Katz
Matrix Advisors Value Fund
+29.60%
+925
4,050
+0.71%
3.09%
2023 Q2
≈ 1.00 year
David Rolfe
Wedgewood Partners
+22.28%
+10,969
60,193
+1.14%
6.23%
2021 Q3
≈ 2.75 years
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+18.29%
+410,500
2,655,260
+0.19%
1.20%
2019 Q3
≈ 4.75 years
Ronald Muhlenkamp
Muhlenkamp & Co
+1.15%
+286
25,205
+0.04%
3.62%
2016 Q1
≈ 7.50 years
Eric H. Schoenstein
Jensen Investment Management
-0.63%
-8,679
1,360,511
-0.03%
5.14%
2013 Q2 or earlier
≈ 11.00+ years
David M. Polen
Polen Capital Management
-1.70%
-41,293
2,393,781
-0.05%
2.73%
2020 Q3
≈ 3.75 years
Ravenel Boykin Curry IV
Eagle Capital Management
-10.13%
-180,898
1,605,629
-0.38%
3.07%
2013 Q2 or earlier
≈ 11.00+ years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.