Portfolio changes · featured 13Fs

Activity

Moves in UNH across featured managers — New / Exit / Add / Reduce.

27 managers with a move of 137 featured filed through 13 Aug managers newest 13Fs

UNH · reduce

2 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
13 Aug 1
UNH	Reduce	Ruane, Cunniff & Goldfarb	+1.29%	−3.1% sh	Q1→Q2
10 Aug 1
UNH	Reduce	Vulcan Value Partners	−5.70%	−92.6% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home