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Shares of major health insurers UnitedHealth (NYSE:UNH), Humana (NYSE:HUM), and CVS (NYSE:CVS) fell sharply today, with UnitedHealth down 4%, Humana declining 5%, and CVS dropping 4% in afterhours ...

Its managers have always been patient to let ideas play out ... though the tech gap has narrowed recently following the acquisition of longtime holding VMWare by Broadcom in late 2023 and trims ...