Hengkang disciplined value fund increased its holdings in Cummins and liquidated its position in United Health.

Bloomberg's analysis data shows that in July, the Hengkang disciplined value fund added Cummins to its investment portfolio and completely liquidated its holdings in UnitedHealth Group. There was not much change in the disclosed holdings size of the fund, which amounted to 17.8 billion US dollars. Key information: Increased holdings in Newmont Corporation; Reduced holdings in Kellogg Brown & Root; JPMorgan Chase is its largest investment target, accounting for 4.5% of disclosed assets. Three new purchases: Cummins: 418,931 shares, valued at 1.54 billion US dollars; FedEx: 605,552 shares, valued at 1.353 billion US dollars; Equinix: 714,902 shares, valued at 1.329 billion US dollars.