Chris Davis added UNH · UNITEDHEALTH GROUP INCORPORATED
$472M · now 2.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
41 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.
$403 now
OUR VALUE
$403 today
low $392mid $523high $653
2 models, as of 2026-11-10.
Fairly priced now: inside our value range. The easy part has happened.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。