OAKWOOD CAPITAL MANAGEMENT LLC/CA: UNH position timeline

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 18,185 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 18,185 shares

   Change vs previous 13F -658 shares

   1.88% of the 13F portfolio, value $7,282,000.

   13F-HR 0001077148-21-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2021-07-22 (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).

2. period ended2021-03-31

   13F 18,843 shares

   Change vs previous 13F +227 shares

   2.07% of the 13F portfolio, value $7,011,000.

   13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2021-04-30 (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).

3. period ended2020-12-31

   13F 18,616 shares

   Change vs previous 13F -542 shares

   1.99% of the 13F portfolio, value $6,528,000.

   13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2021-01-25 (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).

4. period ended2020-09-30

   13F 19,158 shares

   Change vs previous 13F -53 shares

   2.21% of the 13F portfolio, value $5,973,000.

   13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 19,211 shares

   Change vs previous 13F +592 shares

   2.36% of the 13F portfolio, value $5,666,000.

   13F-HR 0001077148-20-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 18,619 shares

   Change vs previous 13F -85 shares

   2.45% of the 13F portfolio, value $4,643,000.

   13F-HR 0001077148-20-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 18,704 shares

   Change vs previous 13F -306 shares

   2.29% of the 13F portfolio, value $5,499,000.

   13F-HR 0001077148-20-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2020-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 19,010 shares

   Change vs previous 13F not available

   1.83% of the 13F portfolio, value $4,131,000.

   13F-HR 0001077148-19-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
   Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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