Moon Capital Management (Tennessee)’s UnitedHealth UNH Stock Holding History

Moon Capital Management (Tennessee)’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-37,411	Closed	-$3.23M	–	45
2014 Q3	$3.23M	Sell	37,411 -890	-2%	-$75.2K	5.35%	10
2014 Q2	$3.13M	Sell	38,301 -695	-2%	-$54.7K	4.94%	9
2014 Q1	$3.2M	Sell	38,996 -74	-0.2%	-$5.57K	4.32%	10
2013 Q4	$2.94M	Sell	39,070 -631	-2%	-$45.3K	4.23%	11
2013 Q3	$2.84M	Buy	+39,701	New	+$2.84M	4.05%	11

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Moon Capital Management (Tennessee)'s UNH Position: Q4 2014 in Review

Moon Capital Management (Tennessee) sold out of UnitedHealth (UNH) in Q4 2014, closing a stake of 37,411 shares — an estimated $3.23M sold.

Moon Capital Management (Tennessee) first reported a position in UNH in Q3 2013 and held it in 5 quarters. The position peaked at $3.23M in Q3 2014. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Moon Capital Management (Tennessee) reported no remaining UnitedHealth position as of Q4 2014 after selling out during the quarter.
Moon Capital Management (Tennessee) sold 37,411 UnitedHealth shares in Q4 2014, an estimated $3.23M.
Moon Capital Management (Tennessee) first reported a position in UnitedHealth in Q3 2013 and held it in 5 quarters.
Moon Capital Management (Tennessee)'s UnitedHealth position peaked at $3.23M in Q3 2014.
1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q4 2014, filed 21 Jan 2015.