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Coe Capital Management, LLC: UNH position timeline

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

Coe Capital Management, LLC held 6,389 UNH shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 6,389 shares
    Change vs previous 13F -213 shares

    2.41% of the 13F portfolio, value $2,558,000.

    13F-HR 0001505896-21-000005 filed by Coe Capital 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 ended2021-03-31
    13F 6,602 shares
    Change vs previous 13F +44 shares

    2.47% of the 13F portfolio, value $2,457,000.

    13F-HR 0001505896-21-000004 filed by Coe Capital 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 ended2020-12-31
    13F 6,558 shares
    Change vs previous 13F -71 shares

    2.51% of the 13F portfolio, value $2,300,000.

    13F-HR 0001505896-21-000001 filed by Coe Capital 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 ended2020-09-30
    13F 6,629 shares
    Change vs previous 13F +198 shares

    2.78% of the 13F portfolio, value $2,067,000.

    13F-HR 0001505896-20-000004 filed by Coe Capital 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 ended2020-06-30
    13F 6,431 shares
    Change vs previous 13F +36 shares

    2.82% of the 13F portfolio, value $1,897,000.

    13F-HR 0001505896-20-000003 filed by Coe Capital 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 ended2020-03-31
    13F 6,395 shares
    Change vs previous 13F +32 shares

    2.66% of the 13F portfolio, value $1,595,000.

    13F-HR 0001505896-20-000002 filed by Coe Capital 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 ended2019-12-31
    13F 6,363 shares
    Change vs previous 13F -652 shares

    2.39% of the 13F portfolio, value $1,871,000.

    13F-HR 0001505896-20-000001 filed by Coe Capital 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 ended2019-09-30
    13F 7,015 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,524,000.

    13F-HR 0001505896-19-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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