Stock price when the opinion was issued
Seems to have grown to a bigger piece of the portfolio than the investor is comfortable with. Doesn't have too strong an opinion on this particular stock. If you want to trim, a great way is to sell a covered call -- you sell somebody the right to buy the stock from you at a higher price.
With shares right now around $194, you can sell a September $200 call for about $4.50. If the stock doesn't go up, then you end up just hanging on to your stock.
His best performer so far this year, up 12%. Well-managed. They replaced Humira with hit drugs and added key companies; pays a 3.2% dividend.