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Disclosery

HighTower Trust Company, N.A.: UNH position timeline

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

HighTower Trust Company, N.A. held 34,426 UNH shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 34,426 shares
    Change vs previous 13F +146 shares

    1.55% of the 13F portfolio, value $15,847,368.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 34,280 shares
    Change vs previous 13F -756 shares

    1.75% of the 13F portfolio, value $18,115,320.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 35,036 shares
    Change vs previous 13F +35,036 shares

    1.95% of the 13F portfolio, value $17,695,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -33,958 shares

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    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.

  5. period ended2022-03-31
    13F 33,958 shares
    Change vs previous 13F +67 shares

    1.65% of the 13F portfolio, value $17,318,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 33,891 shares
    Change vs previous 13F +430 shares

    1.66% of the 13F portfolio, value $17,018,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 33,461 shares
    Change vs previous 13F +88 shares

    1.61% of the 13F portfolio, value $13,075,000.

    13F-HR 0001085146-21-002910 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 33,373 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $13,364,000.

    13F-HR 0001090413-21-000005 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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