JIM
WCG

Jupiter Investment Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Jupiter Investment Management’s Portfolio WCG Stock Details WCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,132
Closed -$4.85M – 466
2018
Q3 		$4.85M Sell
15,132
-37,510
-71% -$10.6M 0.03% 188
2018
Q2 		$13M Sell
52,642
-83,736
-61% -$18.2M 0.09% 155
2018
Q1 		$26.4M Sell
136,378
-2,165
-2% -$434K 0.21% 109
2017
Q4 		$27.9M Buy
138,543
+13,732
+11% +$2.66M 0.26% 95
2017
Q3 		$21.4M Buy
124,811
+101,114
+427% +$17.7M 0.22% 113
2017
Q2 		$4.25M Sell
23,697
-29,639
-56% -$4.91M 0.05% 186
2017
Q1 		$7.48M Buy
+53,336
New +$7.59M 0.11% 132
2014
Q1 		– Sell
-31,300
Closed -$2.2M – 431
2013
Q4 		$2.2M Buy
+31,300
New +$2.18M 0.19% 152

Other funds holding WCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Investment Management's WCG Position: Q4 2018 in Review

Jupiter Investment Management sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 15,132 shares — an estimated $4.85M sold.

Jupiter Investment Management first reported a position in WCG in Q4 2013 and held it in 8 quarters. The position peaked at $27.9M in Q4 2017. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Jupiter Investment Management reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 15,132 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $4.85M.
  • Jupiter Investment Management first reported a position in Wellcare Health Plans, Inc. in Q4 2013 and held it in 8 quarters.
  • Jupiter Investment Management's Wellcare Health Plans, Inc. position peaked at $27.9M in Q4 2017.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.