UNH β€” UNITEDHEALTH GROUP INC

Ownership history in Pendal Group Ltd  Β·  22 quarters on record

This page tracks every 13F SEC filing in which Pendal Group 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.

πŸ” Peak position
1.48% (2022 Q4)
πŸ“Š Avg. % of fund
0.45%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2022 Q4
⏱ Quarters held
22

Position Intelligence

Pendal Group Ltd Γ— UNH AI Analytics

πŸ“ˆ Pendal Group Ltd outperformed the S&P 500 by +12.0% annually on this UNH position. Timing score: 55% (11/20 decisions correct). Average cost basis: $336.80. Maximum drawdown during holding period: –17.0%.

πŸ“ˆ Position Alpha vs SPY
+12.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.0% per year on this position.
21 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 20 add/trim decisions correct

πŸ’° Entry Quality
$336.80
+47.9% vs current ($498.03)

Best entry: $160.73 (2017 Q2)  Β·  Worst: $498.03 (2022 Q4)

πŸ›‘οΈ Drawdown Resilience
–17.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

7 adds Β· 14 trims. Bought during 1 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Pendal Group Ltd has been actively increasing its UNH allocation β€” a bullish signal from insiders.
Currently 1.48% of portfolio

⚠ 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.

% of Fund (quarterly)    UNH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q4 ADDED 323,504 +139,527 +75.8% 1.48% $171.5M $498.03
2022 Q3 REDUCED 183,977 -51,233 -21.8% 0.90% $92.9M $472.96
2022 Q2 ADDED 235,210 +784 +0.3% 1.19% $120.8M $479.50
2022 Q1 ADDED 234,426 +44,628 +23.5% 0.98% $119.5M $474.39
2021 Q4 REDUCED 189,798 -154,152 -44.8% 0.76% $95.3M $465.73
2021 Q3 ADDED 343,950 +343,233 +47870.7% 1.11% $134.4M $361.23
2021 Q2 UNCHANGED 717 β€” 0% 0.00% $287K $368.90
2020 Q4 REDUCED 717 -7,319 -91.1% 0.00% $251K $320.74
2020 Q3 REDUCED 8,036 -11,464 -58.8% 0.03% $2.5M $284.13
2020 Q2 ADDED 19,500 +4,387 +29.0% 0.08% $5.8M $267.70
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UNH

As of 2025 Q4 β€” sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 22.69% OBERNDORF WILLIAM E 3Y 7Y 14.86% BAYBAN 11.86% Solel Partners LP 3Y 11.03% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.69% Michelson Medical Research Foundation, Inc. 3Y 9.93% MARSHFIELD ASSOCIATES 3Y 7Y 9.6% Seilern Investment Management Ltd 9.11% Rovida Advisors Inc. 3Y 7Y 8.93%
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