Ownership history in Cumberland Partners Ltd Β· 37 quarters on record
This page tracks every 13F SEC filing in which Cumberland Partners Ltd reported a position in Unitedhealth Group Inc (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cumberland Partners Ltd underperformed the S&P 500 by β31.7% annually on this UNH position. Timing score: 53% (16/30 decisions correct). Average cost basis: $301.45. Maximum drawdown during holding period: β41.9%.
β Significantly underperformed the S&P 500 by 31.7% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
16 of 30 add/trim decisions correct
Best entry: $194.80 (2019 Q3) Β· Worst: $564.06 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 16 trims. Bought during 4 of 12 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.32% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size