Current Value of Holding

$434 Million

Shares

1.13 Million

% of Portfolio

1.23%

Average Buy Price

$317

Avg closing price
Price range

18 Polen Capital Unitedhealth Group Trades

Polen Capital acquired 1.13 Million Unitedhealth Group shares worth $434 Million. That's 1.23% of their equity portfolio (22nd largest holding). Polen Capital started to build up the position in Unitedhealth Group in Q3 2020 and continued to invest until Q4 2021. Since then they sold 2.75 Million shares. The stake costed the investor $357 Million, netting the investor a gain of 22% so far.

Avg closing price
Price range
Sold 43.6% shares (-871 Thousand shares) Q4 2024
Avg closing price $567.09
Price range $485.44 - $625.35
Sold 11.2% shares (-253 Thousand shares) Q3 2024
Avg closing price $564.83
Price range $488.01 - $604.18
Sold 6.0% shares (-145 Thousand shares) Q2 2024
Avg closing price $490.13
Price range $439.20 - $524.63
Sold 1.7% shares (-41.3 Thousand shares) Q1 2024
Avg closing price $508.38
Price range $472.60 - $545.42
Sold 4.1% shares (-103 Thousand shares) Q4 2023
Avg closing price $533.34
Price range $509.47 - $552.97
Sold 4.4% shares (-118 Thousand shares) Q3 2023
Avg closing price $492.14
Price range $447.75 - $510.93
Sold 2.1% shares (-56.4 Thousand shares) Q2 2023
Avg closing price $488.98
Price range $458.49 - $526.23
Sold 0.5% shares (-13 Thousand shares) Q1 2023
Avg closing price $482.57
Price range $460.33 - $518.64
Sold 4.3% shares (-124 Thousand shares) Q4 2022
Avg closing price $529.71
Price range $498.86 - $555.15
Sold 2.3% shares (-67.1 Thousand shares) Q3 2022
Avg closing price $525.83
Price range $501.24 - $548.32
Sold 22.5% shares (-846 Thousand shares) Q2 2022
Avg closing price $502.19
Price range $452.06 - $546.01
Sold 3.0% shares (-115 Thousand shares) Q1 2022
Avg closing price $482.30
Price range $455.89 - $520.82
Increased shares by 1.9% (+70.5 Thousand shares) Q4 2021
Avg closing price $452.67
Price range $387.01 - $505.58
Increased shares by 1.9% (+70.9 Thousand shares) Q3 2021
Avg closing price $414.19
Price range $390.74 - $429.71
Increased shares by 4.7% (+166 Thousand shares) Q2 2021
Avg closing price $398.74
Price range $364.37 - $420.89
Increased shares by 2.8% (+95.9 Thousand shares) Q1 2021
Avg closing price $346.50
Price range $324.34 - $379.06
Increased shares by 1.6% (+54.7 Thousand shares) Q4 2020
Avg closing price $335.20
Price range $303.68 - $356.82
New holding (+3.42 Million shares) Q3 2020
Avg closing price $307.17
Price range $291.16 - $323.70

News about Unitedhealth Group Inc and Polen Capital

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