Lord, Abbett & Co
WCG

Lord, Abbett & Co’s Wellcare Health Plans, Inc. WCG Stock Holding History

Lord, Abbett & Co’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
2017
Q3 		– Sell
-105,299
Closed -$18.9M – 952
2017
Q2 		$18.9M Buy
105,299
+24,457
+30% +$4.05M 0.06% 463
2017
Q1 		$11.3M Buy
80,842
+3,012
+4% +$429K 0.03% 572
2016
Q4 		$10.7M Buy
+77,830
New +$9.91M 0.03% 556
2015
Q4 		– Sell
-359,687
Closed -$31M – 985
2015
Q3 		$31M Buy
+359,687
New +$31.5M 0.09% 323
2014
Q3 		– Sell
-308,911
Closed -$23.1M – 1062
2014
Q2 		$23.1M Buy
+308,911
New +$22M 0.05% 496

Other funds holding WCG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lord, Abbett & Co's WCG Position: Q3 2017 in Review

Lord, Abbett & Co sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2017, closing a stake of 105,299 shares — an estimated $18.9M sold.

Lord, Abbett & Co first reported a position in WCG in Q2 2014 and held it in 5 quarters. The position peaked at $31M in Q3 2015. 308 funds tracked by Wall St. Rank hold WCG as of Q3 2017.

  • Lord, Abbett & Co reported no remaining Wellcare Health Plans, Inc. position as of Q3 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 105,299 Wellcare Health Plans, Inc. shares in Q3 2017, an estimated $18.9M.
  • Lord, Abbett & Co first reported a position in Wellcare Health Plans, Inc. in Q2 2014 and held it in 5 quarters.
  • Lord, Abbett & Co's Wellcare Health Plans, Inc. position peaked at $31M in Q3 2015.
  • 308 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2017.

Based on Lord, Abbett & Co's 13F filing for Q3 2017, filed 14 Nov 2017.