Stephen Mandel - Lone Pine Capital
Holding/activity history for UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 3.82 | $234.60–362.31 · VW $314.07i | SEC | |
| 2025 Q2 | 1,693,347 | 3.82 | Buy | 3.82 | $248.88–606.36 · VW $389.07i | $528,273,464 | SEC |
| 2024 Q4 | 0 | 0.00 | Sell 100.00% | 3.58 | $475.82–630.73 · VW $537.47i | SEC | |
| 2024 Q3 | 821,880 | 3.58 | Reduce 12.97% | 0.51 | $484.50–607.94 · VW $559.04i | $480,536,798 | SEC |
| 2024 Q2 | 944,317 | 3.90 | Buy | 3.90 | $436.38–528.16 · VW $491.27i | $480,902,875 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | 4.06 | $468.19–549.00 · VW $503.96i | SEC | |
| 2023 Q4 | 891,167 | 4.06 | $526.47 | $469,172,690 | SEC | ||
| 2023 Q3 | 891,167 | 4.33 | $504.19 | $449,317,490 | SEC | ||
| 2023 Q2 | 891,167 | 3.93 | $480.64 | $428,330,507 | SEC | ||
| 2023 Q1 | 891,167 | 3.90 | Reduce 16.21% | 0.87 | $457.59–525.63 · VW $485.27i | $421,156,613 | SEC |
| 2022 Q4 | 1,063,600 | 5.38 | Add 13.21% | 0.63 | $487.74–558.10 · VW $525.34i | $563,899,448 | SEC |
| 2022 Q3 | 939,456 | 4.47 | Add 17.39% | 0.66 | $492.25–553.13 · VW $516.81i | $474,463,000 | SEC |
| 2022 Q2 | 800,312 | 3.88 | Reduce 7.54% | 0.20 | $449.70–553.29 · VW $505.54i | $411,064,000 | SEC |
| 2022 Q1 | 865,578 | 2.63 | Reduce 62.30% | 2.94 | $445.74–521.89 · VW $492.53i | $441,419,000 | SEC |
| 2021 Q4 | 2,296,087 | 4.72 | Reduce 23.62% | 0.94 | $383.12–509.23 · VW $464.83i | $1,152,957,000 | SEC |
| 2021 Q3 | 3,005,990 | 3.96 | $390.74 | $1,174,561,000 | SEC | ||
| 2021 Q2 | 3,005,990 | 3.88 | Reduce 4.47% | 0.19 | $360.55–425.98 · VW $395.66i | $1,203,719,000 | SEC |
| 2021 Q1 | 3,146,574 | 4.25 | Reduce 1.05% | 0.04 | $320.35–380.50 · VW $357.64i | $1,170,746,000 | SEC |
| 2020 Q4 | 3,180,020 | 4.05 | Reduce 19.42% | 1.03 | $299.60–367.95 · VW $339.41i | $1,115,169,000 | SEC |
| 2020 Q3 | 3,946,431 | 5.28 | Add 30.50% | 1.23 | $287.10–324.57 · VW $307.81i | $1,230,379,000 | SEC |
| 2020 Q2 | 3,024,039 | 4.58 | Reduce 34.46% | 2.49 | $226.03–315.84 · VW $278.94i | $891,940,000 | SEC |
| 2020 Q1 | 4,613,971 | 7.22 | Add 8.74% | 0.58 | $187.72–306.71 · VW $247.94i | $1,150,632,000 | SEC |
| 2019 Q4 | 4,243,054 | 6.86 | Reduce 6.31% | 0.37 | $212.08–300.00 · VW $268.69i | $1,247,373,000 | SEC |
| 2019 Q3 | 4,528,854 | 5.94 | Add 20.06% | 0.99 | $213.12–268.69 · VW $233.04i | $984,211,000 | SEC |
| 2019 Q2 | 3,772,254 | 5.96 | Add 5.53% | 0.31 | $208.07–253.49 · VW $235.19i | $920,468,000 | SEC |
| 2019 Q1 | 3,574,718 | 5.38 | $247.26 | $883,885,000 | SEC | ||
| 2018 Q4 | 3,574,718 | 6.29 | Add 18.46% | 0.98 | $231.81–287.94 · VW $256.29i | $890,534,000 | SEC |
| 2018 Q3 | 3,017,661 | 4.31 | Reduce 26.78% | 1.47 | $244.12–271.16 · VW $260.44i | $802,819,000 | SEC |
| 2018 Q2 | 4,121,415 | 5.50 | Reduce 3.13% | 0.14 | $214.63–256.73 · VW $238.90i | $1,011,148,000 | SEC |
| 2018 Q1 | 4,254,415 | 4.61 | Add 16.83% | 0.66 | $208.48–250.79 · VW $224.42i | $910,445,000 | SEC |
| 2017 Q4 | 3,641,563 | 4.19 | Reduce 17.29% | 0.78 | $186.00–231.77 · VW $212.74i | $802,819,000 | SEC |
| 2017 Q3 | 4,402,726 | 4.49 | Add 158.17% | 2.75 | $183.86–200.76 · VW $193.49i | $862,274,000 | SEC |
| 2017 Q2 | 1,705,353 | 1.69 | Buy | 1.69 | $164.25–188.66 · VW $179.44i | $316,207,000 | SEC |
| 2006 Q2 | 0 | 0.00 | Sell 100.00% | 1.33 | $41.44–56.60 · VW $47.61i | SEC | |
| 2006 Q1 | 1,351,736 | 1.33 | Reduce 67.34% | 2.62 | $53.20–62.93 · VW $57.33i | $75,508,000 | SEC |
| 2005 Q4 | 4,138,300 | 3.89 | Reduce 47.24% | 4.05 | $53.84–64.61 · VW $60.20i | $257,154,000 | SEC |
| 2005 Q3 | 7,843,100 | 8.57 | Add 33.33% | 2.14 | $47.75–56.66 · VW $53.54i | $440,782,000 | SEC |
| 2005 Q2 | 5,882,400 | 5.53 | Reduce 31.48% | 2.49 | $44.30–53.64 · VW $50.03i | $306,708,000 | SEC |
| 2005 Q1 | 8,584,400 | 7.92 | Add 22.90% | 1.48 | $42.63–48.33 · VW $46.21i | $409,390,000 | SEC |
| 2004 Q4 | 6,984,800 | 5.47 | $44.02 | $307,436,000 | SEC |
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30