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Disclosery

Petrus Trust Company, LTA: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Petrus Trust Company, LTA on UNH, newest first. How the timeline and the estimate are built.

Petrus Trust Company, LTA held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -119,179 shares

    13F-HR 0000950123-25-008150 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 119,179 shares
    Change vs previous 13F +679 shares

    5.83% of the 13F portfolio, value $62,420,001.

    13F-HR 0000950123-25-005574 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 118,500 shares
    Change vs previous 13F +38,500 shares

    5.8% of the 13F portfolio, value $59,944,410.

    13F-HR 0000950123-25-002451 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 80,000 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $46,774,400.

    13F-HR 0000950123-24-011602 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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