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Forward Management’s UnitedHealth UNH Stock Holding History

Forward 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
2015
Q3 		– Sell
-3,800
Closed -$464K – 305
2015
Q2 		$464K Buy
+3,800
New +$450K 0.03% 254
2014
Q4 		– Sell
-300
Closed -$26K – 425
2014
Q3 		$26K Buy
+300
New +$25.4K ﹤0.01% 380

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forward Management's UNH Position: Q3 2015 in Review

Forward Management sold out of UnitedHealth (UNH) in Q3 2015, closing a stake of 3,800 shares — an estimated $464K sold.

Forward Management first reported a position in UNH in Q3 2014 and held it in 2 quarters. The position peaked at $464K in Q2 2015. 1,206 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

  • Forward Management reported no remaining UnitedHealth position as of Q3 2015 after selling out during the quarter.
  • Forward Management sold 3,800 UnitedHealth shares in Q3 2015, an estimated $464K.
  • Forward Management first reported a position in UnitedHealth in Q3 2014 and held it in 2 quarters.
  • Forward Management's UnitedHealth position peaked at $464K in Q2 2015.
  • 1,206 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Forward Management's 13F filing for Q3 2015, filed 9 Nov 2015.