Forester Capital Management’s UnitedHealth UNH Stock Holding History

Forester 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
2017 Q2	$3.65M	Sell	19,682 -6,838	-26%	-$1.2M	5.16%	2
2017 Q1	$4.35M	Sell	26,520 -800	-3%	-$131K	5.26%	1
2016 Q4	$4.37M	Sell	27,320 -6,661	-20%	-$995K	4.55%	3
2016 Q3	$4.76M	Sell	33,981 -1,010	-3%	-$141K	4.46%	4
2016 Q2	$4.94M	Buy	34,991 +243	+0.7%	+$32.4K	4.59%	6
2016 Q1	$4.11M	Sell	34,748 -5,265	-13%	-$623K	3.84%	9
2015 Q4	$4.71M	Buy	40,013 +300	+0.8%	+$35.1K	4.26%	6
2015 Q3	$4.61M	Sell	39,713 -2,800	-7%	-$335K	4.25%	3
2015 Q2	$5.19M	Buy	42,513 +1,246	+3%	+$147K	4.2%	7
2015 Q1	$4.88M	Sell	41,267 -13,670	-25%	-$1.52M	3.91%	8
2014 Q4	$5.55M	Sell	54,937 -324	-0.6%	-$30.7K	4.19%	6
2014 Q3	$4.77M	Buy	55,261 +170	+0.3%	+$14.4K	3.72%	9
2014 Q2	$4.5M	Sell	55,091 -9,040	-14%	-$711K	3.53%	13
2014 Q1	$5.26M	Hold	64,131	–	–	4.08%	3
2013 Q4	$4.83M	Buy	64,131 +140	+0.2%	+$10.1K	3.84%	9
2013 Q3	$4.58M	Sell	63,991 -18,230	-22%	-$1.3M	3.64%	13
2013 Q2	$5.38M	Buy	+82,221	New	+$5.12M	4.32%	6

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Forester Capital Management's UNH Position: Q2 2017 in Review

Forester Capital Management reduced its UnitedHealth (UNH) stake by 26% in Q2 2017, selling an estimated $1.2M and leaving 19,682 shares worth $3.65M. The position accounts for 5.16% of the portfolio, ranked #2.

Forester Capital Management first reported a position in UNH in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.55M in Q4 2014. 1,490 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

Forester Capital Management held 19,682 shares of UnitedHealth worth $3.65M as of Q2 2017.
Forester Capital Management sold 6,838 UnitedHealth shares in Q2 2017, an estimated $1.2M.
UnitedHealth made up 5.16% of Forester Capital Management's portfolio in Q2 2017, its #2 holding.
Forester Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 17 quarters since.
Forester Capital Management's UnitedHealth position peaked at $5.55M in Q4 2014.
1,490 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.