BTR CAPITAL MANAGEMENT INC: UNH position timeline

BTR CAPITAL MANAGEMENT INC held 42,198 UNH shares at 2022-09-30 per its 13F-HR filed 2022-10-12.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 42,198 shares

   Change vs previous 13F -632 shares

   3.33% of the 13F portfolio, value $21,312,000.

   13F-HR 0000883790-22-000008 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F 42,830 shares

   Change vs previous 13F +37 shares

   3.16% of the 13F portfolio, value $21,999,000.

   13F-HR 0000883790-22-000006 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 42,793 shares

   Change vs previous 13F -352 shares

   2.68% of the 13F portfolio, value $21,823,000.

   13F-HR 0000883790-22-000004 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F 43,145 shares

   Change vs previous 13F +95 shares

   2.44% of the 13F portfolio, value $21,665,000.

   13F-HR 0000883790-22-000002 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

5. period ended2021-09-30

   13F 43,050 shares

   Change vs previous 13F +43 shares

   2.09% of the 13F portfolio, value $16,821,000.

   13F-HR 0000883790-21-000009 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 43,007 shares

   Change vs previous 13F +170 shares

   2.15% of the 13F portfolio, value $17,222,000.

   13F-HR 0000883790-21-000006 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 42,837 shares

   Change vs previous 13F +3,324 shares

   2.32% of the 13F portfolio, value $15,938,000.

   13F-HR 0000883790-21-000004 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

8. period ended2020-12-31

   13F 39,513 shares

   Change vs previous 13F not available

   2.17% of the 13F portfolio, value $13,856,000.

   13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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