JCM
UNH icon

Jafra Capital Management’s UnitedHealth UNH Stock Holding History

Jafra Capital Management’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
-5,075
Closed -$1.09M – 110
2018
Q1 		$1.09M Buy
+5,075
New +$1.16M 0.34% 68

Other funds holding UNH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jafra Capital Management's UNH Position: Q2 2018 in Review

Jafra Capital Management sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 5,075 shares — an estimated $1.09M sold.

Jafra Capital Management first reported a position in UNH in Q1 2018 and held it in 1 quarter. The position peaked at $1.09M in Q1 2018. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

  • Jafra Capital Management reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
  • Jafra Capital Management sold 5,075 UnitedHealth shares in Q2 2018, an estimated $1.09M.
  • Jafra Capital Management first reported a position in UnitedHealth in Q1 2018 and held it in 1 quarter.
  • Jafra Capital Management's UnitedHealth position peaked at $1.09M in Q1 2018.
  • 1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Jafra Capital Management's 13F filing for Q2 2018, filed 15 Aug 2018.