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ROTHSCHILD & CO ASSET MANAGEMENT US INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD & CO ASSET MANAGEMENT US INC. on UNH, newest first. How the timeline and the estimate are built.

ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 218,441 UNH shares at 2022-12-31 per its 13F-HR filed 2023-02-14.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 218,441 shares
    Change vs previous 13F +2,974 shares

    1.76% of the 13F portfolio, value $115,813,000.

    13F-HR 0001172661-23-000973 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 215,467 shares
    Change vs previous 13F -14,513 shares

    1.86% of the 13F portfolio, value $108,820,000.

    13F-HR 0001172661-22-002306 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 229,980 shares
    Change vs previous 13F -203,033 shares

    1.81% of the 13F portfolio, value $118,126,000.

    13F-HR 0001172661-22-001753 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 433,013 shares
    Change vs previous 13F +11,823 shares

    2.82% of the 13F portfolio, value $220,823,000.

    13F-HR 0001172661-22-001272 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 421,190 shares
    Change vs previous 13F -7,363 shares

    2.48% of the 13F portfolio, value $211,496,000.

    13F-HR 0001172661-22-000354 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 428,553 shares
    Change vs previous 13F -6,088 shares

    2.08% of the 13F portfolio, value $167,452,000.

    13F-HR 0001172661-21-002131 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 434,641 shares
    Change vs previous 13F +178,786 shares

    2.06% of the 13F portfolio, value $174,048,000.

    13F-HR 0001172661-21-001700 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 255,855 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $95,196,000.

    13F-HR 0001172661-21-001117 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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