Gabelli Funds Stake in Unitedhealth Group Com (UNH) Trimmed by $5.01 Million as Stock Price Rose; Cdw (CDW) Valuation Rose While Makaira Partners Has Decreased Holding by $20.49 Million

June 14, 2018 - By Winifred Garcia

CDW Corporation (NASDAQ:CDW) Logo

Thomas Bancroft decreased its stake in Cdw Corp (CDW) by 14.66% based on its latest 2018Q1 regulatory filing with the SEC. Makaira Partners Llc sold 292,680 shares as the company’s stock rose 9.75% while stock markets declined. The hedge fund run by Thomas Bancroft held 1.70 million shares of the catalog and specialty distribution company at the end of 2018Q1, valued at $119.81 million, down from 2.00 million at the end of the previous reported quarter. Makaira Partners Llc who had been investing in Cdw Corp for a number of months, seems to be less bullish one the $12.76B market cap company. The stock increased 0.32% or $0.27 during the last trading session, reaching $84.05. About 269,942 shares traded. CDW Corporation (NASDAQ:CDW) has risen 35.86% since June 14, 2017 and is uptrending. It has outperformed by 23.29% the S&P500. Some Historical CDW News: 02/05/2018 – CDW 1Q Adj EPS $1.05; 02/05/2018 – CDW Reports Record First Quarter Net Sales; 02/05/2018 – CDW EXPECTS TO EXCEED ANNUAL IT MARKET GROWTH TARGET; 30/04/2018 – Singapore Bourse: Change In Cdw Holding Limited; 19/04/2018 DJ CDW Corp, Inst Holders, 1Q 2018 (CDW); 02/05/2018 – CDW 1Q ADJ EPS $1.05, EST. 92C; 25/05/2018 – CDW Presenting at Conference Jun 5; 02/05/2018 – CDW Declares Cash Dividend of $0.21 Per Share; 02/05/2018 – CDW 1Q EPS 82c; 02/05/2018 – CDW 1Q Net $127M

Gabelli Funds Llc decreased its stake in Unitedhealth Group Inc Com (UNH) by 9.05% based on its latest 2018Q1 regulatory filing with the SEC. Gabelli Funds Llc sold 23,500 shares as the company’s stock rose 4.65% while stock markets declined. The institutional investor held 236,300 shares of the medical specialities company at the end of 2018Q1, valued at $50.57 million, down from 259,800 at the end of the previous reported quarter. Gabelli Funds Llc who had been investing in Unitedhealth Group Inc Com for a number of months, seems to be less bullish one the $244.76 billion market cap company. The stock increased 0.72% or $1.83 during the last trading session, reaching $254.7. About 963,610 shares traded. UnitedHealth Group Incorporated (NYSE:UNH) has risen 37.57% since June 14, 2017 and is uptrending. It has outperformed by 25.00% the S&P500. Some Historical UNH News: 15/05/2018 – OMEGA ADVISORS – CHANGE IN HOLDINGS ARE AS OF MARCH 31, 2018 AND COMPARED WITH THE PREVIOUS QUARTER ENDED AS OF DEC 31, 2017; 24/05/2018 – QUEST DIAGNOSTICS INC – CO, UNITEDHEALTHCARE HAVE ESTABLISHED A LONG-TERM STRATEGIC PARTNERSHIP; 14/03/2018 – UNITEDHEALTH IS SAID TO DROP OUT OF BIDDING FOR ENVISION HEALTH – BLOOMBERG, CITING; 11/04/2018 – CVS rolls out new tool to combat rising drug prices; 22/05/2018 – Study: Employees with Access to Wellness Programs Say They Are More Willing to Devote Time to Their Health Compared to People; 17/04/2018 – UnitedHealth 1Q Adj EPS $3.04; 24/05/2018 – LABCORP – CO, UNITEDHEALTHCARE HAVE RENEWED THEIR LONG-TERM STRATEGIC PARTNERSHIP; 12/04/2018 – Former UnitedHealth Group Executives Join Talkspace – Neil Leibowitz, MD, JD as Chief Medical Officer; Deb Adler as Senior VP, Network and Quality; 13/03/2018 – DaVita Inc. Receives SEC Request for Additional Information Regarding Asset Sale to UnitedHealth

Gabelli Funds Llc, which manages about $25.90 billion and $16.77 billion US Long portfolio, upped its stake in Liberty Media Group A by 85,973 shares to 322,149 shares, valued at $9.44 million in 2018Q1, according to the filing. It also increased its holding in Tootsie Roll Inds Inc (NYSE:TR) by 16,446 shares in the quarter, for a total of 752,005 shares, and has risen its stake in Macquarie Infrastructure Compa (NYSE:MIC).

Since January 18, 2018, it had 0 buys, and 12 selling transactions for $31.36 million activity. HOOPER MICHELE J sold $2.38M worth of stock. $48,025 worth of UnitedHealth Group Incorporated (NYSE:UNH) shares were sold by Shine Kenneth Irwin. $2.46 million worth of UnitedHealth Group Incorporated (NYSE:UNH) was sold by BALLARD WILLIAM C JR on Tuesday, January 23. Nelson Steven H sold 14,233 shares worth $3.28 million. WILENSKY GAIL R sold $1.40 million worth of stock or 5,820 shares. 22,184 UnitedHealth Group Incorporated (NYSE:UNH) shares with value of $5.08M were sold by RENFRO LARRY C.

More important recent UnitedHealth Group Incorporated (NYSE:UNH) news were published by: Globenewswire.com which released: “Market Trends Toward New Normal in Cheniere Energy Partners, LP, UnitedHealth Group, Anthem, Sage Therapeutics …” on June 12, 2018, also Investorplace.com published article titled: “4 Notable Dividend Increases From the Past Week”, Seekingalpha.com published: “Headlines Don’t Determine Stock Prices – Cramer’s Mad Money (6/12/18)” on June 13, 2018. More interesting news about UnitedHealth Group Incorporated (NYSE:UNH) was released by: Seekingalpha.com and their article: “UnitedHealth, Quest Diagnostics unveil strategic partnership” with publication date: May 24, 2018.

Analysts await UnitedHealth Group Incorporated (NYSE:UNH) to report earnings on July, 17. They expect $3.03 earnings per share, up 23.17% or $0.57 from last year’s $2.46 per share. UNH’s profit will be $2.91 billion for 21.01 P/E if the $3.03 EPS becomes a reality. After $3.04 actual earnings per share reported by UnitedHealth Group Incorporated for the previous quarter, Wall Street now forecasts -0.33% negative EPS growth.

Investors sentiment is 0.96 in Q1 2018. Its the same as in 2017Q4. It has no change, as 55 investors sold UNH shares while 532 reduced holdings. only 125 funds opened positions while 440 raised stakes. 789.19 million shares or 2.09% less from 806.07 million shares in 2017Q4 were reported. Js Cap Mgmt Ltd Llc holds 33,000 shares or 2.57% of its portfolio. Moreover, Fiduciary Mgmt Wi has 4.18% invested in UnitedHealth Group Incorporated (NYSE:UNH). Deltec Asset Mngmt Lc owns 2.32% invested in UnitedHealth Group Incorporated (NYSE:UNH) for 54,358 shares. Moreover, Fifth Third Bancorporation has 0.59% invested in UnitedHealth Group Incorporated (NYSE:UNH). Moreover, Cobblestone Lc has 0.04% invested in UnitedHealth Group Incorporated (NYSE:UNH) for 1,999 shares. World Invsts accumulated 39.67 million shares. Michigan-based Liberty Cap Management has invested 2.01% in UnitedHealth Group Incorporated (NYSE:UNH). Murphy Incorporated owns 14,466 shares. Moreover, Balyasny Asset Management Llc has 0.01% invested in UnitedHealth Group Incorporated (NYSE:UNH). Koshinski Asset Mgmt holds 13,723 shares or 0.91% of its portfolio. Stonebridge Capital Limited Co reported 0.47% in UnitedHealth Group Incorporated (NYSE:UNH). Finemark Bancorporation reported 39,163 shares. United Securities (D B A Uas Asset Management) holds 5.69% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH) for 54,447 shares. Capital One Association accumulated 7,836 shares. Baldwin Brothers Inc Ma holds 0.04% or 1,249 shares in its portfolio.

Among 27 analysts covering UnitedHealth Group (NYSE:UNH), 26 have Buy rating, 0 Sell and 1 Hold. Therefore 96% are positive. UnitedHealth Group had 90 analyst reports since September 2, 2015 according to SRatingsIntel. The stock of UnitedHealth Group Incorporated (NYSE:UNH) has “Buy” rating given on Wednesday, November 29 by Credit Suisse. The firm earned “Buy” rating on Thursday, March 8 by Cantor Fitzgerald. The firm has “Buy” rating given on Wednesday, October 18 by Leerink Swann. The stock of UnitedHealth Group Incorporated (NYSE:UNH) has “Buy” rating given on Wednesday, April 18 by RBC Capital Markets. The rating was maintained by Cantor Fitzgerald on Wednesday, December 6 with “Buy”. The company was maintained on Wednesday, June 21 by Jefferies. The firm earned “Buy” rating on Friday, October 13 by Jefferies. Mizuho upgraded UnitedHealth Group Incorporated (NYSE:UNH) on Wednesday, November 30 to “Buy” rating. The company was maintained on Tuesday, July 18 by Oppenheimer. Mizuho maintained the stock with “Buy” rating in Friday, October 6 report.

Among 12 analysts covering CDW (NASDAQ:CDW), 7 have Buy rating, 1 Sell and 4 Hold. Therefore 58% are positive. CDW had 39 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was maintained by Robert W. Baird with “Buy” on Thursday, August 3. The firm earned “Outperform” rating on Thursday, November 5 by RBC Capital Markets. RBC Capital Markets maintained the shares of CDW in report on Wednesday, November 16 with “Outperform” rating. The firm earned “Buy” rating on Thursday, November 5 by Needham. Stifel Nicolaus maintained CDW Corporation (NASDAQ:CDW) rating on Thursday, August 3. Stifel Nicolaus has “Buy” rating and $7000 target. The firm has “Outperform” rating by Robert W. Baird given on Tuesday, May 9. RBC Capital Markets maintained it with “Buy” rating and $7000 target in Monday, June 26 report. The rating was maintained by Northcoast with “Buy” on Tuesday, February 6. The rating was maintained by Needham with “Buy” on Thursday, March 22. RBC Capital Markets maintained CDW Corporation (NASDAQ:CDW) rating on Tuesday, August 1. RBC Capital Markets has “Buy” rating and $7000 target.

Another recent and important CDW Corporation (NASDAQ:CDW) news was published by Nasdaq.com which published an article titled: “CDW to Present at the NASDAQ 38th Investor Conference” on May 30, 2018.

Analysts await CDW Corporation (NASDAQ:CDW) to report earnings on August, 2. They expect $1.22 EPS, up 24.49% or $0.24 from last year’s $0.98 per share. CDW’s profit will be $185.14M for 17.22 P/E if the $1.22 EPS becomes a reality. After $1.04 actual EPS reported by CDW Corporation for the previous quarter, Wall Street now forecasts 17.31% EPS growth.

Since January 8, 2018, it had 0 insider buys, and 25 insider sales for $17.64 million activity. CORLEY CHRISTINA M sold $297,400 worth of stock or 4,000 shares. FAIRFIELD NEIL B had sold 6,833 shares worth $508,990 on Wednesday, March 7. LEAHY CHRISTINE A sold $288,920 worth of CDW Corporation (NASDAQ:CDW) on Wednesday, January 10. Shares for $309,120 were sold by ROTHER CHRISTINA V. on Thursday, May 10. The insider CAMPBELL NEAL J. sold $286,745. Another trade for 2,293 shares valued at $176,653 was made by FINNEGAN PAUL J on Wednesday, May 9.

Makaira Partners Llc, which manages about $691.02M and $878.50 million US Long portfolio, upped its stake in Wesco Aircraft Hldgs Inc (NYSE:WAIR) by 643,610 shares to 10.82M shares, valued at $110.88M in 2018Q1, according to the filing.

CDW Corporation (NASDAQ:CDW) Institutional Positions Chart

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