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Disclosery

Eagle Ridge Investment Management: UNH position timeline

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

Eagle Ridge Investment Management held 67,611 UNH shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 67,611 shares
    Change vs previous 13F -598 shares

    2.98% of the 13F portfolio, value $34,201,700.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment 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 68,209 shares
    Change vs previous 13F +303 shares

    3.5% of the 13F portfolio, value $39,880,438.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment 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 67,906 shares
    Change vs previous 13F -375 shares

    3.2% of the 13F portfolio, value $34,581,810.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment 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 68,281 shares
    Change vs previous 13F -306 shares

    3.11% of the 13F portfolio, value $33,778,611.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment 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 68,587 shares
    Change vs previous 13F -535 shares

    3.54% of the 13F portfolio, value $36,108,998.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment 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 69,122 shares
    Change vs previous 13F -298 shares

    3.8% of the 13F portfolio, value $34,850,621.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment 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 69,420 shares
    Change vs previous 13F +1,206 shares

    3.5% of the 13F portfolio, value $33,366,029.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 68,214 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $32,237,254.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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