Skip to content
Disclosery

Carlson Capital Management: UNH position timeline

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

Carlson Capital Management held 26,524 UNH shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 26,524 shares
    Change vs previous 13F -1,415 shares

    0.59% of the 13F portfolio, value $13,417,249.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 27,939 shares
    Change vs previous 13F -378 shares

    0.69% of the 13F portfolio, value $16,335,175.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 28,317 shares
    Change vs previous 13F -712 shares

    0.68% of the 13F portfolio, value $14,420,853.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 29,029 shares
    Change vs previous 13F -3,400 shares

    0.68% of the 13F portfolio, value $14,360,625.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 32,429 shares
    Change vs previous 13F +319 shares

    0.88% of the 13F portfolio, value $17,073,093.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 32,110 shares
    Change vs previous 13F +819 shares

    0.96% of the 13F portfolio, value $16,189,413.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 31,291 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $15,039,596.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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