LEE DANNER & BASS INC UNH — UnitedHealth Group

Ownership history in LEE DANNER & BASS INC  ·  23 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported UnitedHealth Group (UNH) in 23 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.52% in 2024 Q3. The latest visible filing shows UNH at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in UnitedHealth Group, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UNH was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page LEE DANNER & BASS INC fund profile LEE DANNER & BASS INC full holdings
How LEE DANNER & BASS INC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,547 -140 -0.7% 0.47% $8.1M 2026-07-21 $436.35
2026 Q1 REDUCED — — — 19,687 -25 -0.1% 0.33% $5.3M 2026-04-28 $364.69
2025 Q4 REDUCED — — — 19,712 -369 -1.8% 0.47% $6.5M 2026-01-29 $288.39
2025 Q3 ADDED — — — 20,081 +923 +4.8% 0.50% $6.9M 2025-10-29 $348.18
2025 Q2 ADDED — — — 19,158 +7,607 +65.9% 0.46% $6.0M 2025-07-31 $243.05
2025 Q1 REDUCED — — — 11,551 -175 -1.5% 0.49% $6.0M 2025-04-29 $395.75
2024 Q4 REDUCED 7.2% +4.0% ❌ 11,726 -915 -7.2% 0.47% $5.9M 2025-02-11 $514.13
2024 Q3 REDUCED — — — 12,641 -140 -1.1% 0.52% $7.4M 2024-10-30 $540.02
2024 Q2 ADDED — — — 12,781 +4,953 +63.3% 0.50% $6.5M 2024-07-30 $550.90
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q2 — sorted by position size

OBERNDORF WILLIAM E 3Y 7Y 26.86% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 21.01% MARSHFIELD ASSOCIATES 3Y 7Y 14.87% BAYBAN 12.37% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 11.37% Solel Partners LP 3Y 10.7% ELWOOD CAPITAL PARTNERS LP 10.25% Endure Capital Management, LLC 9.22% BOONE CAPITAL MANAGEMENT LLC 3Y 8.62% Seilern Investment Management Ltd 8.38%

FAQ About LEE DANNER & BASS INC and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning UNH?

LEE DANNER & BASS INC reported UNH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported UNH position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for UNH was 0.52% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q2, when LEE DANNER & BASS INC reported 19,547 shares, equal to 0.47% of portfolio, with an estimated market value of $8.1M.

What does the chart on this UNH ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEE DANNER & BASS INC time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, LEE DANNER & BASS INC correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on UNH relative to SPY over the holding period was +20.9%.

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