TradeWorx’s UnitedHealth UNH Stock Holding History

TradeWorx’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
2013 Q4	–	Sell	-11,008	Closed	-$788K	–	608
2013 Q3	$788K	Buy	+11,008	New	+$788K	0.36%	85

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

TradeWorx's UNH Position: Q4 2013 in Review

TradeWorx sold out of UnitedHealth (UNH) in Q4 2013, closing a stake of 11,008 shares — an estimated $788K sold.

TradeWorx first reported a position in UNH in Q3 2013 and held it in 1 quarter. The position peaked at $788K in Q3 2013. 947 funds tracked by Wall St. Rank hold UNH as of Q4 2013.

TradeWorx reported no remaining UnitedHealth position as of Q4 2013 after selling out during the quarter.
TradeWorx sold 11,008 UnitedHealth shares in Q4 2013, an estimated $788K.
TradeWorx first reported a position in UnitedHealth in Q3 2013 and held it in 1 quarter.
TradeWorx's UnitedHealth position peaked at $788K in Q3 2013.
947 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2013.

Based on TradeWorx's 13F filing for Q4 2013, filed 18 Feb 2014.