John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  United Health Group Inc. (UNH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.53 SEC
2023   Q1 89,364 0.53 Reduce 91.60% 5.11 $472.59 $42,232,533 SEC
2022   Q4 1,064,026 5.58 Reduce 7.44% 0.38 $530.18 $564,125,305 SEC
2022   Q3 1,149,499 5.10 Reduce 23.23% 1.37 $505.04 $580,543,000 SEC
2022   Q2 1,497,320 5.90 Reduce 8.44% 0.42 $513.63 $769,068,000 SEC
2022   Q1 1,635,327 4.98 Reduce 19.36% 1.02 $509.97 $833,968,000 SEC
2021   Q4 2,027,925 5.26 Reduce 2.07% 0.09 $502.14 $1,018,302,000 SEC
2021   Q3 2,070,875 4.22 Reduce 1.60% 0.07 $390.74 $809,174,000 SEC
2021   Q2 2,104,602 4.53 Add 12.57% 0.51 $400.44 $842,767,000 SEC
2021   Q1 1,869,579 3.93 Add 3.97% 0.15 $372.07 $695,614,000 SEC
2020   Q4 1,798,110 3.81 Reduce 28.95% 1.50 $350.68 $630,561,000 SEC
2020   Q3 2,530,753 5.18 Reduce 10.79% 0.71 $311.77 $789,013,000 SEC
2020   Q2 2,836,863 6.61 Add 56.90% 2.40 $294.95 $836,733,000 SEC
2020   Q1 1,808,044 5.03 Reduce 35.58% 2.21 $249.38 $450,890,000 SEC
2019   Q4 2,806,805 6.22 Buy 6.22 $293.98 $825,145,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.37 SEC
2019   Q2 194,003 0.37 Reduce 68.03% 0.76 $244.01 $47,339,000 SEC
2019   Q1 606,869 1.12 Reduce 75.38% 4.04 $247.26 $150,054,000 SEC
2018   Q4 2,465,101 5.36 Add 62.09% 2.05 $249.12 $614,106,000 SEC
2018   Q3 1,520,811 3.14 Reduce 44.69% 2.40 $266.04 $404,597,000 SEC
2018   Q2 2,749,772 5.37 Add 26.96% 1.14 $245.34 $674,629,000 SEC
2018   Q1 2,165,874 3.90 Add 29.43% 0.89 $214.00 $463,497,000 SEC
2017   Q4 1,673,344 3.34 Buy 3.34 $220.46 $368,905,000 SEC