Stephen Mandel - Lone Pine Capital
Holding/activity history for United Health Group Inc. (UNH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 3.82 | SEC | ||
| 2025 Q2 | 1,693,347 | 3.82 | Buy | 3.82 | $311.97 | $528,273,464 | SEC |
| 2024 Q4 | 0 | 0.00 | Sell 100.00% | 3.58 | SEC | ||
| 2024 Q3 | 821,880 | 3.58 | Reduce 12.97% | 0.51 | $584.68 | $480,536,798 | SEC |
| 2024 Q2 | 944,317 | 3.90 | Buy | 3.90 | $509.26 | $480,902,875 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | 4.06 | 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 | $472.59 | $421,156,613 | SEC |
| 2022 Q4 | 1,063,600 | 5.38 | Add 13.21% | 0.63 | $530.18 | $563,899,448 | SEC |
| 2022 Q3 | 939,456 | 4.47 | Add 17.39% | 0.66 | $505.04 | $474,463,000 | SEC |
| 2022 Q2 | 800,312 | 3.88 | Reduce 7.54% | 0.20 | $513.63 | $411,064,000 | SEC |
| 2022 Q1 | 865,578 | 2.63 | Reduce 62.30% | 2.94 | $509.97 | $441,419,000 | SEC |
| 2021 Q4 | 2,296,087 | 4.72 | Reduce 23.62% | 0.94 | $502.14 | $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 | $400.44 | $1,203,719,000 | SEC |
| 2021 Q1 | 3,146,574 | 4.25 | Reduce 1.05% | 0.04 | $372.07 | $1,170,746,000 | SEC |
| 2020 Q4 | 3,180,020 | 4.05 | Reduce 19.42% | 1.03 | $350.68 | $1,115,169,000 | SEC |
| 2020 Q3 | 3,946,431 | 5.28 | Add 30.50% | 1.23 | $311.77 | $1,230,379,000 | SEC |
| 2020 Q2 | 3,024,039 | 4.58 | Reduce 34.46% | 2.49 | $294.95 | $891,940,000 | SEC |
| 2020 Q1 | 4,613,971 | 7.22 | Add 8.74% | 0.58 | $249.38 | $1,150,632,000 | SEC |
| 2019 Q4 | 4,243,054 | 6.86 | Reduce 6.31% | 0.37 | $293.98 | $1,247,373,000 | SEC |
| 2019 Q3 | 4,528,854 | 5.94 | Add 20.06% | 0.99 | $217.32 | $984,211,000 | SEC |
| 2019 Q2 | 3,772,254 | 5.96 | Add 5.53% | 0.31 | $244.01 | $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 | $249.12 | $890,534,000 | SEC |
| 2018 Q3 | 3,017,661 | 4.31 | Reduce 26.78% | 1.47 | $266.04 | $802,819,000 | SEC |
| 2018 Q2 | 4,121,415 | 5.50 | Reduce 3.13% | 0.14 | $245.34 | $1,011,148,000 | SEC |
| 2018 Q1 | 4,254,415 | 4.61 | Add 16.83% | 0.66 | $214.00 | $910,445,000 | SEC |
| 2017 Q4 | 3,641,563 | 4.19 | Reduce 17.29% | 0.78 | $220.46 | $802,819,000 | SEC |
| 2017 Q3 | 4,402,726 | 4.49 | Add 158.17% | 2.75 | $195.85 | $862,274,000 | SEC |
| 2017 Q2 | 1,705,353 | 1.69 | Buy | 1.69 | $185.42 | $316,207,000 | SEC |
| 2006 Q2 | 0 | 0.00 | Sell 100.00% | 1.33 | SEC | ||
| 2006 Q1 | 1,351,736 | 1.33 | Reduce 67.34% | 2.62 | $55.86 | $75,508,000 | SEC |
| 2005 Q4 | 4,138,300 | 3.89 | Reduce 47.24% | 4.05 | $62.14 | $257,154,000 | SEC |
| 2005 Q3 | 7,843,100 | 8.57 | Add 33.33% | 2.14 | $56.20 | $440,782,000 | SEC |
| 2005 Q2 | 5,882,400 | 5.53 | Add 37.05% | 1.49 | $52.14 | $306,708,000 | SEC |
| 2005 Q1 | 4,292,200 | 7.92 | Add 22.90% | 1.48 | $95.38 | $409,390,000 | SEC |
| 2004 Q4 | 3,492,400 | 5.47 | $88.03 | $307,436,000 | SEC |