JOYN Advisors’s UnitedHealth UNH Stock Holding History

JOYN 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
2020 Q1	$658K	Buy	2,638 +148	+6%	+$40.7K	0.22%	36
2019 Q4	$732K	Sell	2,490 -100	-4%	-$26.2K	0.16%	38
2019 Q3	$563K	Buy	2,590 +20	+0.8%	+$4.83K	0.12%	44
2019 Q2	$630K	Buy	2,570 +446	+21%	+$107K	0.14%	50
2019 Q1	$525K	Sell	2,124 -444	-17%	-$113K	0.12%	43
2018 Q4	$640K	Buy	2,568 +750	+41%	+$198K	0.15%	44
2018 Q3	$484K	Sell	1,818 -87	-5%	-$22.6K	0.09%	52
2018 Q2	$467K	Buy	1,905 +174	+10%	+$41.8K	0.1%	56
2018 Q1	$370K	Sell	1,731 -177	-9%	-$40.4K	0.08%	86
2017 Q4	$421K	Buy	+1,908	New	+$404K	0.09%	97

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

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

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

JOYN Advisors's UNH Position: Q1 2020 in Review

JOYN Advisors increased its UnitedHealth (UNH) stake by 5.9% in Q1 2020, buying an estimated $40.7K and bringing the position to 2,638 shares worth $658K. The position accounts for 0.22% of the portfolio, ranked #36.

JOYN Advisors first reported a position in UNH in Q4 2017 and has held it in 10 quarters since. The position peaked at $732K in Q4 2019. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

JOYN Advisors held 2,638 shares of UnitedHealth worth $658K as of Q1 2020.
JOYN Advisors bought 148 UnitedHealth shares in Q1 2020, an estimated $40.7K.
UnitedHealth made up 0.22% of JOYN Advisors's portfolio in Q1 2020, its #36 holding.
JOYN Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's UnitedHealth position peaked at $732K in Q4 2019.
2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.