Orbis Holdings’s UnitedHealth UNH Stock Holding History

Orbis Holdings’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 Q3	–	Sell	-16,886	Closed	-$1.38M	–	82
2014 Q2	$1.38M	Sell	16,886 -738,391	-98%	-$58.1M	0.01%	75
2014 Q1	$61.9M	Sell	755,277 -918,707	-55%	-$69.1M	0.49%	47
2013 Q4	$126M	Sell	1,673,984 -1,140,664	-41%	-$81.9M	0.87%	37
2013 Q3	$202M	Sell	2,814,648 -1,613,041	-36%	-$115M	1.52%	25
2013 Q2	$290M	Buy	+4,427,689	New	+$275M	2.31%	13

Other funds holding UNH

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

BIT

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

Orbis Holdings's UNH Position: Q3 2014 in Review

Orbis Holdings sold out of UnitedHealth (UNH) in Q3 2014, closing a stake of 16,886 shares — an estimated $1.38M sold.

Orbis Holdings first reported a position in UNH in Q2 2013 and held it in 5 quarters. The position peaked at $290M in Q2 2013. 974 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

Orbis Holdings reported no remaining UnitedHealth position as of Q3 2014 after selling out during the quarter.
Orbis Holdings sold 16,886 UnitedHealth shares in Q3 2014, an estimated $1.38M.
Orbis Holdings first reported a position in UnitedHealth in Q2 2013 and held it in 5 quarters.
Orbis Holdings's UnitedHealth position peaked at $290M in Q2 2013.
974 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Orbis Holdings's 13F filing for Q3 2014, filed 14 Nov 2014.