C-J Advisory’s UnitedHealth UNH Stock Holding History

C-J Advisory’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 Q2	–	Sell	-52	Closed	-$11K	–	170
2018 Q1	$11K	Hold	52	–	–	0.01%	110
2017 Q4	$11K	Hold	52	–	–	0.01%	111
2017 Q3	$10K	Hold	52	–	–	0.01%	108
2017 Q2	$10K	Hold	52	–	–	0.01%	104
2017 Q1	$9K	Sell	52 -60	-54%	-$9.83K	0.01%	106
2016 Q4	$18K	Hold	112	–	–	0.02%	84
2016 Q3	$16K	Buy	+112	New	+$15.7K	0.01%	90

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

C-J Advisory's UNH Position: Q2 2018 in Review

C-J Advisory sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 52 shares — an estimated $11K sold.

C-J Advisory first reported a position in UNH in Q3 2016 and held it in 7 quarters. The position peaked at $18K in Q4 2016. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

C-J Advisory reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
C-J Advisory sold 52 UnitedHealth shares in Q2 2018, an estimated $11K.
C-J Advisory first reported a position in UnitedHealth in Q3 2016 and held it in 7 quarters.
C-J Advisory's UnitedHealth position peaked at $18K in Q4 2016.
1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on C-J Advisory's 13F filing for Q2 2018, filed 3 May 2019.