Rotella Capital Management’s UnitedHealth UNH Stock Holding History

Rotella Capital Management’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
2015 Q4	–	Sell	-2,060	Closed	-$239K	–	579
2015 Q3	$239K	Buy	+2,060	New	+$247K	0.08%	297
2014 Q3	–	Sell	-5,825	Closed	-$476K	–	400
2014 Q2	$476K	Buy	+5,825	New	+$458K	0.4%	52
2014 Q1	–	Sell	-2,678	Closed	-$202K	–	270
2013 Q4	$202K	Buy	+2,678	New	+$192K	0.4%	56

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

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

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

BIT

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

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

Rotella Capital Management's UNH Position: Q4 2015 in Review

Rotella Capital Management sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 2,060 shares — an estimated $239K sold.

Rotella Capital Management first reported a position in UNH in Q4 2013 and held it in 3 quarters. The position peaked at $476K in Q2 2014. 1,221 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Rotella Capital Management reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
Rotella Capital Management sold 2,060 UnitedHealth shares in Q4 2015, an estimated $239K.
Rotella Capital Management first reported a position in UnitedHealth in Q4 2013 and held it in 3 quarters.
Rotella Capital Management's UnitedHealth position peaked at $476K in Q2 2014.
1,221 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Rotella Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.