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Disclosery

Barrett Asset Management, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barrett Asset Management, LLC on UNH, newest first. How the timeline and the estimate are built.

Barrett Asset Management, LLC held 58,125 UNH shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 58,125 shares
    Change vs previous 13F +3,875 shares

    1.24% of the 13F portfolio, value $29,642,000.

    13F-HR 0001526411-22-000004 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 54,250 shares
    Change vs previous 13F +22,822 shares

    1.03% of the 13F portfolio, value $27,241,000.

    13F-HR 0001526411-22-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 31,428 shares
    Change vs previous 13F +1,718 shares

    0.56% of the 13F portfolio, value $12,280,000.

    13F-HR 0001526411-21-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 29,710 shares
    Change vs previous 13F +1,019 shares

    0.55% of the 13F portfolio, value $11,897,000.

    13F-HR 0001526411-21-000007 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 28,691 shares
    Change vs previous 13F +6,511 shares

    0.53% of the 13F portfolio, value $10,675,000.

    13F-HR 0001526411-21-000005 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F/A 22,180 shares
    Change vs previous 13F +13,136 shares

    0.41% of the 13F portfolio, value $7,778,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 9,044 shares
    Change vs previous 13F +1,881 shares

    0.17% of the 13F portfolio, value $2,820,000.

    13F-HR 0001526411-20-000011 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 7,163 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,113,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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