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Disclosery

Smith Asset Management Group LP: UNH position timeline

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

Smith Asset Management Group LP held 33,769 UNH shares at 2021-06-30 per its 13F-HR filed 2021-08-06.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 33,769 shares
    Change vs previous 13F +195 shares

    0.66% of the 13F portfolio, value $13,522,000.

    13F-HR 0001104659-21-101276 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 33,574 shares
    Change vs previous 13F +10,544 shares

    0.66% of the 13F portfolio, value $12,492,000.

    13F-HR 0001104659-21-062999 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 23,030 shares
    Change vs previous 13F -12,520 shares

    0.47% of the 13F portfolio, value $8,076,000.

    13F-HR 0001104659-21-016689 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 35,550 shares
    Change vs previous 13F -19,270 shares

    0.58% of the 13F portfolio, value $11,083,000.

    13F-HR 0001104659-20-121203 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 54,820 shares
    Change vs previous 13F +1,370 shares

    0.89% of the 13F portfolio, value $16,169,000.

    13F-HR 0001104659-20-091207 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 53,450 shares
    Change vs previous 13F -4,865 shares

    0.73% of the 13F portfolio, value $13,329,000.

    13F-HR 0001104659-20-060027 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 58,315 shares
    Change vs previous 13F -34,200 shares

    0.72% of the 13F portfolio, value $17,143,000.

    13F-HR 0001104659-20-010702 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 92,515 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $20,105,000.

    13F-HR 0001104659-19-062365 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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