Stux Capital Management’s UnitedHealth UNH Stock Holding History

Stux 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 Q2	$3.11M	Sell	38,000 -1,700	-4%	-$134K	0.41%	64
2014 Q1	$3.25M	Buy	+39,700	New	+$2.99M	0.4%	70
2013 Q4	–	Sell	-10,600	Closed	-$759K	–	450
2013 Q3	$759K	Buy	+10,600	New	+$759K	0.1%	213

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

Stux Capital Management's UNH Position: Q2 2014 in Review

Stux Capital Management reduced its UnitedHealth (UNH) stake by 4.3% in Q2 2014, selling an estimated $134K and leaving 38,000 shares worth $3.11M. The position accounts for 0.41% of the portfolio, ranked #64.

Stux Capital Management first reported a position in UNH in Q3 2013 and has held it in 3 quarters since. The position peaked at $3.25M in Q1 2014. 962 funds tracked by Wall St. Rank hold UNH as of Q2 2014.

Stux Capital Management held 38,000 shares of UnitedHealth worth $3.11M as of Q2 2014.
Stux Capital Management sold 1,700 UnitedHealth shares in Q2 2014, an estimated $134K.
UnitedHealth made up 0.41% of Stux Capital Management's portfolio in Q2 2014, its #64 holding.
Stux Capital Management first reported a position in UnitedHealth in Q3 2013 and has held it in 3 quarters since.
Stux Capital Management's UnitedHealth position peaked at $3.25M in Q1 2014.
962 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.