Given the significant price drop and the fact that they’re currently in the red on their UNH position, do we think Berkshire trims or adds?
They only invested a small percentage of their portfolio in the first place and I wonder if it was essentially a “test” position with plans to either trim or add based on long term guidance / challenges UNH faces in the next few years. I could see them going either way on this one to be honest.
For disclosure I bought about 15k worth of UNH x2 leveraged ETF today for a short to medium turn play.