Steven Romick - First Pacific Advisors
Holding/activity history for UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $447.18–515.86 · VW $489.08i | SEC | |
| 2023 Q2 | 1,810 | 0.01 | Add 19.87% | <0.01 | $445.68–530.45 · VW $485.59i | $869,958 | SEC |
| 2023 Q1 | 1,510 | 0.01 | $472.59 | $713,611 | SEC | ||
| 2022 Q4 | 1,510 | 0.01 | $530.18 | $800,572 | SEC | ||
| 2022 Q3 | 1,510 | 0.01 | Reduce 16.34% | <0.01 | $492.25–553.13 · VW $516.81i | $763,000 | SEC |
| 2022 Q2 | 1,805 | 0.01 | Reduce 12.17% | <0.01 | $449.70–553.29 · VW $505.54i | $927,000 | SEC |
| 2022 Q1 | 2,055 | 0.01 | Reduce 20.81% | <0.01 | $445.74–521.89 · VW $492.53i | $1,048,000 | SEC |
| 2021 Q4 | 2,595 | 0.02 | Reduce 36.47% | <0.01 | $383.12–509.23 · VW $464.83i | $1,303,000 | SEC |
| 2021 Q3 | 4,085 | 0.02 | Reduce 9.92% | <0.01 | $390.46–431.36 · VW $404.19i | $1,596,000 | SEC |
| 2021 Q2 | 4,535 | 0.02 | Reduce 6.30% | <0.01 | $360.55–425.98 · VW $395.66i | $1,816,000 | SEC |
| 2021 Q1 | 4,840 | 0.02 | Reduce 7.60% | <0.01 | $320.35–380.50 · VW $357.64i | $1,801,000 | SEC |
| 2020 Q4 | 5,238 | 0.02 | Reduce 3.00% | <0.01 | $299.60–367.95 · VW $339.41i | $1,837,000 | SEC |
| 2020 Q3 | 5,400 | 0.02 | $311.85 | $1,684,000 | SEC | ||
| 2020 Q2 | 5,400 | 0.02 | Reduce 8.47% | <0.01 | $226.03–315.84 · VW $278.94i | $1,593,000 | SEC |
| 2020 Q1 | 5,900 | 0.02 | Add 23.43% | <0.01 | $187.72–306.71 · VW $247.94i | $1,471,000 | SEC |
| 2019 Q4 | 4,780 | 0.01 | Reduce 1.65% | <0.01 | $212.08–300.00 · VW $268.69i | $1,405,000 | SEC |
| 2019 Q3 | 4,860 | <0.01 | Add 23.04% | <0.01 | $213.12–268.69 · VW $233.04i | $1,056,000 | SEC |
| 2019 Q2 | 3,950 | 0.01 | Reduce 39.23% | <0.01 | $208.07–253.49 · VW $235.19i | $964,000 | SEC |
| 2019 Q1 | 6,500 | 0.01 | Reduce 24.64% | <0.01 | $234.51–272.49 · VW $251.42i | $1,607,000 | SEC |
| 2018 Q4 | 8,625 | 0.02 | Add 32.69% | <0.01 | $231.81–287.94 · VW $256.29i | $2,149,000 | SEC |
| 2018 Q3 | 6,500 | 0.01 | $266.00 | $1,729,000 | SEC | ||
| 2018 Q2 | 6,500 | 0.01 | Add 47.73% | <0.01 | $214.63–256.73 · VW $238.90i | $1,595,000 | SEC |
| 2018 Q1 | 4,400 | 0.01 | Add 15.79% | <0.01 | $208.48–250.79 · VW $224.42i | $942,000 | SEC |
| 2017 Q4 | 3,800 | 0.01 | Buy | 0.01 | $186.00–231.77 · VW $212.74i | $838,000 | SEC |
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30