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Disclosery

Avalon Investment & Advisory: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on UNH, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 166,793 UNH shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 166,793 shares
    Change vs previous 13F -3,366 shares

    2.16% of the 13F portfolio, value $78,824,599.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 170,159 shares
    Change vs previous 13F +4,575 shares

    2.57% of the 13F portfolio, value $90,215,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 165,584 shares
    Change vs previous 13F +40,327 shares

    2.59% of the 13F portfolio, value $83,626,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 125,257 shares
    Change vs previous 13F +1,094 shares

    1.81% of the 13F portfolio, value $64,335,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 124,163 shares
    Change vs previous 13F +3,211 shares

    1.53% of the 13F portfolio, value $63,319,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 120,952 shares
    Change vs previous 13F -10,308 shares

    1.5% of the 13F portfolio, value $60,735,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 131,260 shares
    Change vs previous 13F -892 shares

    1.19% of the 13F portfolio, value $51,289,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 132,152 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $52,919,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).