Joel Greenblatt - Gotham Asset Management
Holding/activity history for UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 86,138 | 0.07 | Add 53.23% | 0.02 | $255.97–357.87 · VW $294.81i | $23,308,081 | SEC |
| 2025 Q4 | 56,216 | 0.07 | Add 22.04% | 0.01 | $304.53–381.00 · VW $338.55i | $18,557,464 | SEC |
| 2025 Q3 | 46,064 | 0.07 | Reduce 32.47% | 0.04 | $234.60–362.31 · VW $314.07i | $15,905,899 | SEC |
| 2025 Q2 | 68,216 | 0.13 | Add 799.35% | 0.11 | $248.88–606.36 · VW $389.07i | $21,281,346 | SEC |
| 2025 Q1 | 7,585 | 0.03 | Reduce 59.53% | 0.05 | $438.50–553.91 · VW $505.39i | $3,972,644 | SEC |
| 2024 Q4 | 18,741 | 0.09 | Add 11.81% | <0.01 | $475.82–630.73 · VW $537.47i | $9,480,322 | SEC |
| 2024 Q3 | 16,761 | 0.10 | Add 32.87% | 0.03 | $484.50–607.94 · VW $559.04i | $9,799,821 | SEC |
| 2024 Q2 | 12,615 | 0.08 | Reduce 22.33% | 0.03 | $436.38–528.16 · VW $491.27i | $6,424,315 | SEC |
| 2024 Q1 | 16,241 | 0.12 | Reduce 13.25% | 0.02 | $468.19–549.00 · VW $503.96i | $8,034,423 | SEC |
| 2023 Q4 | 18,722 | 0.18 | Add 129.44% | 0.10 | $503.14–554.70 · VW $528.10i | $9,856,571 | SEC |
| 2023 Q3 | 8,160 | 0.09 | Reduce 32.25% | 0.04 | $447.18–515.86 · VW $489.08i | $4,114,190 | SEC |
| 2023 Q2 | 12,044 | 0.13 | Reduce 4.95% | <0.01 | $445.68–530.45 · VW $485.59i | $5,788,828 | SEC |
| 2023 Q1 | 12,671 | 0.15 | Add 15.93% | 0.02 | $457.59–525.63 · VW $485.27i | $5,988,188 | SEC |
| 2022 Q4 | 10,930 | 0.16 | Reduce 51.95% | 0.18 | $487.74–558.10 · VW $525.34i | $5,794,867 | SEC |
| 2022 Q3 | 22,748 | 0.34 | Reduce 6.27% | 0.03 | $492.25–553.13 · VW $516.81i | $11,489,000 | SEC |
| 2022 Q2 | 24,270 | 0.40 | Add 0.50% | <0.01 | $449.70–553.29 · VW $505.54i | $12,466,000 | SEC |
| 2022 Q1 | 24,150 | 0.38 | Reduce 9.21% | 0.04 | $445.74–521.89 · VW $492.53i | $12,316,000 | SEC |
| 2021 Q4 | 26,600 | 0.43 | Reduce 14.29% | 0.07 | $383.12–509.23 · VW $464.83i | $13,357,000 | SEC |
| 2021 Q3 | 31,036 | 0.49 | Add 19.88% | 0.08 | $390.46–431.36 · VW $404.19i | $12,127,000 | SEC |
| 2021 Q2 | 25,890 | 0.44 | Add 7.24% | 0.03 | $360.55–425.98 · VW $395.66i | $10,367,000 | SEC |
| 2021 Q1 | 24,142 | 0.40 | Reduce 10.07% | 0.03 | $320.35–380.50 · VW $357.64i | $8,983,000 | SEC |
| 2020 Q4 | 26,844 | 0.31 | Reduce 1.87% | <0.01 | $299.60–367.95 · VW $339.41i | $9,414,000 | SEC |
| 2020 Q3 | 27,355 | 0.27 | Reduce 34.46% | 0.13 | $287.10–324.57 · VW $307.81i | $8,528,000 | SEC |
| 2020 Q2 | 41,738 | 0.37 | Add 30.12% | 0.09 | $226.03–315.84 · VW $278.94i | $12,311,000 | SEC |
| 2020 Q1 | 32,077 | 0.22 | Add 5.00% | 0.01 | $187.72–306.71 · VW $247.94i | $7,999,000 | SEC |
| 2019 Q4 | 30,549 | 0.16 | Reduce 74.65% | 0.35 | $212.08–300.00 · VW $268.69i | $8,981,000 | SEC |
| 2019 Q3 | 120,495 | 0.47 | Add 7.35% | 0.03 | $213.12–268.69 · VW $233.04i | $26,186,000 | SEC |
| 2019 Q2 | 112,241 | 0.44 | Reduce 11.47% | 0.05 | $208.07–253.49 · VW $235.19i | $27,388,000 | SEC |
| 2019 Q1 | 126,787 | 0.46 | Add 104.26% | 0.24 | $234.51–272.49 · VW $251.42i | $31,349,000 | SEC |
| 2018 Q4 | 62,070 | 0.24 | Reduce 24.55% | 0.07 | $231.81–287.94 · VW $256.29i | $15,463,000 | SEC |
| 2018 Q3 | 82,268 | 0.30 | Add 75.47% | 0.13 | $244.12–271.16 · VW $260.44i | $21,887,000 | SEC |
| 2018 Q2 | 46,885 | 0.17 | Add 24.94% | 0.03 | $214.63–256.73 · VW $238.90i | $11,503,000 | SEC |
| 2018 Q1 | 37,526 | 0.11 | Reduce 12.28% | 0.02 | $208.48–250.79 · VW $224.42i | $8,031,000 | SEC |
| 2017 Q4 | 42,780 | 0.14 | Add 21.41% | 0.02 | $186.00–231.77 · VW $212.74i | $9,431,000 | SEC |
| 2017 Q3 | 35,237 | 0.10 | Reduce 3.02% | <0.01 | $183.86–200.76 · VW $193.49i | $6,901,000 | SEC |
| 2017 Q2 | 36,336 | 0.10 | Reduce 27.06% | 0.03 | $164.25–188.66 · VW $179.44i | $6,737,000 | SEC |
| 2017 Q1 | 49,815 | 0.11 | Add 81.16% | 0.05 | $156.09–172.14 · VW $164.08i | $8,170,000 | SEC |
| 2016 Q4 | 27,498 | 0.06 | Add 0.56% | <0.01 | $133.03–164.00 · VW $152.36i | $4,401,000 | SEC |
| 2016 Q3 | 27,344 | 0.05 | Add 537.69% | 0.04 | $132.39–144.48 · VW $138.96i | $3,828,000 | SEC |
| 2016 Q2 | 4,288 | <0.01 | Buy | <0.01 | $125.26–141.31 · VW $135.92i | $605,000 | SEC |
| 2016 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $107.51–131.10 · VW $122.50i | SEC | |
| 2015 Q4 | 5,892 | <0.01 | Reduce 78.05% | 0.02 | $109.61–125.99 · VW $117.75i | $693,000 | SEC |
| 2015 Q3 | 26,840 | 0.03 | Reduce 30.61% | 0.01 | $95.00–126.21 · VW $112.41i | $3,114,000 | SEC |
| 2015 Q2 | 38,679 | 0.04 | Add 679.82% | 0.04 | $111.12–124.11 · VW $119.08i | $4,719,000 | SEC |
| 2015 Q1 | 4,960 | <0.01 | Reduce 39.84% | <0.01 | $98.46–123.76 · VW $113.50i | $587,000 | SEC |
| 2014 Q4 | 8,244 | <0.01 | Reduce 3.24% | <0.01 | $80.72–104.00 · VW $95.27i | $833,000 | SEC |
| 2014 Q3 | 8,520 | <0.01 | Reduce 81.30% | 0.04 | $78.74–88.85 · VW $84.61i | $735,000 | SEC |
| 2014 Q2 | 45,563 | 0.05 | Add 183.30% | 0.03 | $73.61–83.05 · VW $79.47i | $3,725,000 | SEC |
| 2014 Q1 | 16,083 | 0.02 | Add 402.44% | 0.02 | $69.57–83.32 · VW $78.29i | $1,319,000 | SEC |
| 2013 Q4 | 3,201 | <0.01 | Add 2.63% | <0.01 | $66.72–75.54 · VW $72.52i | $241,000 | SEC |
| 2013 Q3 | 3,119 | <0.01 | Reduce 4.09% | <0.01 | $64.65–75.88 · VW $70.71i | $223,000 | SEC |
| 2013 Q2 | 3,252 | <0.01 | Reduce 14.26% | <0.01 | $57.01–66.19 · VW $62.89i | $213,000 | SEC |
| 2013 Q1 | 3,793 | 0.01 | Reduce 87.16% | 0.09 | $51.36–58.26 · VW $55.61i | $217,000 | SEC |
| 2012 Q4 | 29,549 | 0.10 | Add 376.98% | 0.08 | $51.09–58.29 · VW $54.54i | $1,603,000 | SEC |
| 2012 Q3 | 6,195 | 0.02 | Buy | 0.02 | $50.32–59.31 · VW $55.01i | $343,000 | SEC |
| 2012 Q2 | 0 | 0.00 | Sell 100.00% | 0.03 | $53.78–60.75 · VW $57.68i | SEC | |
| 2012 Q1 | 6,137 | 0.03 | Add 49.90% | 0.01 | $49.82–59.43 · VW $56.06i | $362,000 | SEC |
| 2011 Q4 | 4,094 | 0.03 | Reduce 10.34% | <0.01 | $41.32–51.71 · VW $47.90i | $207,000 | SEC |
| 2011 Q3 | 4,566 | 0.04 | Buy | 0.04 | $41.27–53.50 · VW $46.96i | $211,000 | SEC |
Price snapshot:
Current price$429.09
Avg. buy price$309.29
+/- since buy38.73%
52-week low$228.48
52-week high$434.30