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Roystone Capital Management’s UnitedHealth UNH Stock Holding History

Roystone 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
2014
Q3 		– Sell
-250,500
Closed -$20.5M – 41
2014
Q2 		$20.5M Buy
+250,500
New +$19.7M 0.8% 33

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
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

Roystone Capital Management's UNH Position: Q3 2014 in Review

Roystone Capital Management sold out of UnitedHealth (UNH) in Q3 2014, closing a stake of 250,500 shares — an estimated $20.5M sold.

Roystone Capital Management first reported a position in UNH in Q2 2014 and held it in 1 quarter. The position peaked at $20.5M in Q2 2014. 974 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • Roystone Capital Management reported no remaining UnitedHealth position as of Q3 2014 after selling out during the quarter.
  • Roystone Capital Management sold 250,500 UnitedHealth shares in Q3 2014, an estimated $20.5M.
  • Roystone Capital Management first reported a position in UnitedHealth in Q2 2014 and held it in 1 quarter.
  • Roystone Capital Management's UnitedHealth position peaked at $20.5M in Q2 2014.
  • 974 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Roystone Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.