Formuepleje A/S

Q2 2014 13F-HR Holdings

Location
Aarhus C, G7
Holdings as of
6/30/2014
Date filed
8/27/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$996,352
Net value change ($000)
+145,512 (17.1%)
New positions
10
Sold out positions
35
Turnover %
40.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2026 Next filing: 8/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UNH 50,910 NEW
CME 40,551 284.5%
GILD 33,261 NEW
AXP 29,626 32.2%
WELLPOINT INC 27,694 168.0%
MSCI 27,070 NEW
V 21,634 NEW
MCGRAW HILL COS 21,514 NEW
AJG 21,497 NEW
PH 17,678 90.4%
Top Reduces (Value $000, Stocks/ETFs)
PETSMART -64,340 -100.0%
TEVA -62,901 -100.0%
USB -31,414 -100.0%
BRK-B -17,493 -100.0%
WFC -17,436 -100.0%
RSG -16,767 -26.1%
YUM -15,081 -31.1%
C -2,553 -13.8%
INTC -639 -100.0%
IBM -631 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type