Bristol Advisors’s UnitedHealth UNH Stock Holding History

Bristol Advisors’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 Q1	–	Sell	-2,100	Closed	-$463K	–	80
2017 Q4	$463K	Buy	+2,100	New	+$445K	0.29%	51

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bristol Advisors's UNH Position: Q1 2018 in Review

Bristol Advisors sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 2,100 shares — an estimated $463K sold.

Bristol Advisors first reported a position in UNH in Q4 2017 and held it in 1 quarter. The position peaked at $463K in Q4 2017. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Bristol Advisors reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
Bristol Advisors sold 2,100 UnitedHealth shares in Q1 2018, an estimated $463K.
Bristol Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 1 quarter.
Bristol Advisors's UnitedHealth position peaked at $463K in Q4 2017.
1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Bristol Advisors's 13F filing for Q1 2018, filed 1 May 2018.