JAM
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JW Asset Management’s UnitedHealth UNH Stock Holding History

JW Asset 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 		– Sell
-20,000
Closed -$3.28M – 42
2017
Q1 		$3.28M Hold
20,000
– – 0.68% 17
2016
Q4 		$3.2M Buy
20,000
+5,000
+33% +$747K 2.13% 13
2016
Q3 		$2.1M Hold
15,000
– – 1.45% 14
2016
Q2 		$2.12M Buy
+15,000
New +$2M 1.68% 16

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JW Asset Management's UNH Position: Q2 2017 in Review

JW Asset Management sold out of UnitedHealth (UNH) in Q2 2017, closing a stake of 20,000 shares — an estimated $3.28M sold.

JW Asset Management first reported a position in UNH in Q2 2016 and held it in 4 quarters. The position peaked at $3.28M in Q1 2017. 1,489 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

  • JW Asset Management reported no remaining UnitedHealth position as of Q2 2017 after selling out during the quarter.
  • JW Asset Management sold 20,000 UnitedHealth shares in Q2 2017, an estimated $3.28M.
  • JW Asset Management first reported a position in UnitedHealth in Q2 2016 and held it in 4 quarters.
  • JW Asset Management's UnitedHealth position peaked at $3.28M in Q1 2017.
  • 1,489 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on JW Asset Management's 13F filing for Q2 2017, filed 4 Aug 2017.