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CSat Investment Advisory, L.P.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSat Investment Advisory, L.P. on UNH, newest first. How the timeline and the estimate are built.

CSat Investment Advisory, L.P. held 3,957 UNH shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 3,957 shares
    Change vs previous 13F -3,301 shares

    1.24% of the 13F portfolio, value $1,472,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 7,258 shares
    Change vs previous 13F +4,453 shares

    2.36% of the 13F portfolio, value $2,545,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 2,805 shares
    Change vs previous 13F +258 shares

    0.12% of the 13F portfolio, value $875,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 2,547 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $751,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 2,539 shares
    Change vs previous 13F +326 shares

    0.18% of the 13F portfolio, value $633,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 2,213 shares
    Change vs previous 13F +347 shares

    0.24% of the 13F portfolio, value $650,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 1,866 shares
    Change vs previous 13F +204 shares

    0.18% of the 13F portfolio, value $405,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 1,662 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $405,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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