Foresters Investment Management’s UnitedHealth UNH Stock Holding History

Foresters Investment 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
2019 Q3	$14.6M	Sell	67,110 -10,447	-13%	-$2.52M	0.29%	117
2019 Q2	$18.9M	Sell	77,557 -48,863	-39%	-$11.8M	0.34%	97
2019 Q1	$31.3M	Hold	126,420	–	–	0.55%	59
2018 Q4	$31.5M	Buy	126,420 +48,950	+63%	+$12.9M	0.59%	47
2018 Q3	$20.6M	Buy	77,470 +45,470	+142%	+$11.8M	0.33%	107
2018 Q2	$7.85M	Buy	32,000 +5,900	+23%	+$1.42M	0.13%	222
2018 Q1	$5.58M	Buy	26,100 +1,584	+6%	+$362K	0.09%	242
2017 Q4	$5.41M	Buy	24,516 +3,571	+17%	+$757K	0.08%	249
2017 Q3	$4.1M	Buy	20,945 +77	+0.4%	+$14.9K	0.07%	268
2017 Q2	$3.87M	Buy	+20,868	New	+$3.66M	0.07%	271

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Foresters Investment Management's UNH Position: Q3 2019 in Review

Foresters Investment Management reduced its UnitedHealth (UNH) stake by 13% in Q3 2019, selling an estimated $2.52M and leaving 67,110 shares worth $14.6M. The position accounts for 0.29% of the portfolio, ranked #117.

Foresters Investment Management first reported a position in UNH in Q2 2017 and has held it in 10 quarters since. The position peaked at $31.5M in Q4 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Foresters Investment Management held 67,110 shares of UnitedHealth worth $14.6M as of Q3 2019.
Foresters Investment Management sold 10,447 UnitedHealth shares in Q3 2019, an estimated $2.52M.
UnitedHealth made up 0.29% of Foresters Investment Management's portfolio in Q3 2019, its #117 holding.
Foresters Investment Management first reported a position in UnitedHealth in Q2 2017 and has held it in 10 quarters since.
Foresters Investment Management's UnitedHealth position peaked at $31.5M in Q4 2018.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.