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Disclosery

Bartlett & Co. LLC: UNH position timeline

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

Bartlett & Co. LLC held 165,132 UNH shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 165,132 shares
    Change vs previous 13F +779 shares

    1.41% of the 13F portfolio, value $86,677,000.

    13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 164,353 shares
    Change vs previous 13F +8,873 shares

    1.49% of the 13F portfolio, value $82,865,000.

    13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 155,480 shares
    Change vs previous 13F +26,778 shares

    1.29% of the 13F portfolio, value $74,730,000.

    13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 128,702 shares
    Change vs previous 13F +4,823 shares

    1.17% of the 13F portfolio, value $60,823,000.

    13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 123,879 shares
    Change vs previous 13F +3,294 shares

    1.32% of the 13F portfolio, value $65,678,000.

    13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 120,585 shares
    Change vs previous 13F +2,048 shares

    1.31% of the 13F portfolio, value $60,901,000.

    13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 118,537 shares
    Change vs previous 13F -1,227 shares

    1.23% of the 13F portfolio, value $60,884,000.

    13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 119,764 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $61,076,000.

    13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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