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Author: Tweakmeister   😊 😞
Number: of 16627 
Subject: UNH
Date: 08/14/2025 4:39 PM
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No. of Recommendations: 1
"(Reuters) -Warren Buffett's Berkshire Hathaway has acquired 5 million shares in UnitedHealth Group, a regulatory filing showed on Thursday, sending the health insurer's stock up 7% in extended trading.

Billionaire investor Buffett owned about 1.18 million shares in UnitedHealth between 2006 and 2009, before selling his entire stake in 2010 amid a broader retreat from health insurers."
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Author: ValueOrGoHome   😊 😞
Number: of 16627 
Subject: Re: UNH
Date: 08/14/2025 5:31 PM
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No. of Recommendations: 1
I thought maybe the original retreat from healthcare positions coincided with the start of Berkshire's Amazon and JP Morgan Chase Healthcare Joint Venture, but it seems that got started in 2018
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Author: sykesix 🐝  😊 😞
Number: of 16627 
Subject: Re: UNH
Date: 08/14/2025 7:26 PM
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No. of Recommendations: 13
My former health care provider was bought out by UNH. I have a lot of opinions about their business model. Let's just say if my bladder was full and they were on fire, I wouldn't do anything about it.
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Author: mdtls   😊 😞
Number: of 16627 
Subject: Re: UNH
Date: 08/14/2025 9:55 PM
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For all the secrecy sought by Berkshire Hathaway...it wasn't a terribly original decision/idea.

According to Dataroma, 4 other Dataroma superinvestors staked a UNH claim in Q2. Another 7 upped their existing bets.

https://www.dataroma.com/m/stock.php?sym=UNH

Whats that saying, the "bloom is off the rose?"

m

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Author: hclasvegas   😊 😞
Number: of 16627 
Subject: Re: UNH
Date: 08/14/2025 10:30 PM
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No. of Recommendations: 1
That’s the mystery stock 1.6 billion unh? Hopefully he will call Becky in the morning and straighten this out.
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Author: Calguy489   😊 😞
Number: of 16627 
Subject: Re: UNH
Date: 08/14/2025 11:04 PM
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No. of Recommendations: 2
Nope the stocks were DHI, NUE , and Len for 5 billion
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Author: ges 🐝  😊 😞
Number: of 16627 
Subject: Re: UNH
Date: 08/15/2025 10:21 AM
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No. of Recommendations: 0
My former health care provider was bought out by UNH.

Same for my health care provider. Not keen on the change. But open season is coming.
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