NWQ Investment Management Company’s UnitedHealth UNH Stock Holding History

NWQ Investment Management Company’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
2018 Q3	–	Sell	-1,233	Closed	-$303K	–	167
2018 Q2	$303K	Sell	1,233 -55	-4%	-$13.2K	0.01%	157
2018 Q1	$276K	Sell	1,288 -5	-0.4%	-$1.14K	﹤0.01%	169
2017 Q4	$285K	Sell	1,293 -471	-27%	-$99.8K	﹤0.01%	186
2017 Q3	$345K	Sell	1,764 -49	-3%	-$9.47K	﹤0.01%	181
2017 Q2	$336K	Hold	1,813	–	–	﹤0.01%	178
2017 Q1	$298K	Sell	1,813 -99	-5%	-$16.2K	﹤0.01%	174
2016 Q4	$306K	Buy	+1,912	New	+$286K	﹤0.01%	188
2015 Q1	–	Sell	-6,765	Closed	-$683K	–	177
2014 Q4	$683K	Sell	6,765 -18,012	-73%	-$1.71M	0.01%	168
2014 Q3	$2.14M	Buy	24,777 +2,212	+10%	+$187K	0.02%	158
2014 Q2	$1.84M	Buy	22,565 +18,040	+399%	+$1.42M	0.02%	155
2014 Q1	$371K	Buy	4,525 +320	+8%	+$24.1K	﹤0.01%	161
2013 Q4	$317K	Buy	4,205 +1,051	+33%	+$75.5K	﹤0.01%	159
2013 Q3	$226K	Buy	+3,154	New	+$226K	﹤0.01%	151

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

NWQ Investment Management Company's UNH Position: Q3 2018 in Review

NWQ Investment Management Company sold out of UnitedHealth (UNH) in Q3 2018, closing a stake of 1,233 shares — an estimated $303K sold.

NWQ Investment Management Company first reported a position in UNH in Q3 2013 and held it in 13 quarters. The position peaked at $2.14M in Q3 2014. 1,785 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

NWQ Investment Management Company reported no remaining UnitedHealth position as of Q3 2018 after selling out during the quarter.
NWQ Investment Management Company sold 1,233 UnitedHealth shares in Q3 2018, an estimated $303K.
NWQ Investment Management Company first reported a position in UnitedHealth in Q3 2013 and held it in 13 quarters.
NWQ Investment Management Company's UnitedHealth position peaked at $2.14M in Q3 2014.
1,785 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on NWQ Investment Management Company's 13F filing for Q3 2018, filed 14 Nov 2018.