Jim Simons added UNH · UNITEDHEALTH GROUP INCORPORATED
$817M · now 1.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 13
43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$405 now
OUR VALUE
$405 today
low $384mid $511high $639
2 models, as of 2026-11-12.
Fairly priced now: inside our value range. The easy part has happened.
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