STEWART & PATTEN CO LLC: UNH position timeline

STEWART & PATTEN CO LLC held 38,054 UNH shares at 2024-03-31 per its 13F-HR filed 2024-04-18.

the latest 13F is the newest step

1. period ended2024-03-31

   13F 38,054 shares

   Change vs previous 13F +594 shares

   2.81% of the 13F portfolio, value $18,825,184.

   13F-HR 0000860580-24-000004 filed by STEWART & PATTEN CO LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

2. period ended2023-12-31

   13F 37,460 shares

   Change vs previous 13F -528 shares

   3.08% of the 13F portfolio, value $19,721,428.

   13F-HR 0000860580-24-000002 filed by STEWART & PATTEN CO LLC
   Filed 2024-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

3. period ended2023-09-30

   13F 37,988 shares

   Change vs previous 13F +37 shares

   3.33% of the 13F portfolio, value $19,153,037.

   13F-HR 0000860580-23-000008 filed by STEWART & PATTEN CO LLC
   Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

4. period ended2023-06-30

   13F 37,951 shares

   Change vs previous 13F -12 shares

   2.98% of the 13F portfolio, value $18,240,643.

   13F-HR 0000860580-23-000006 filed by STEWART & PATTEN CO LLC
   Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

5. period ended2023-03-31

   13F 37,963 shares

   Change vs previous 13F +652 shares

   3.04% of the 13F portfolio, value $17,940,811.

   13F-HR 0000860580-23-000004 filed by STEWART & PATTEN CO LLC
   Filed 2023-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

6. period ended2022-12-31

   13F 37,311 shares

   Change vs previous 13F -647 shares

   3.44% of the 13F portfolio, value $19,781,407.

   13F-HR 0000860580-23-000002 filed by STEWART & PATTEN CO LLC
   Filed 2023-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

7. period ended2022-09-30

   13F 37,958 shares

   Change vs previous 13F -814 shares

   3.69% of the 13F portfolio, value $19,170,000.

   13F-HR 0000860580-22-000009 filed by STEWART & PATTEN CO LLC
   Filed 2022-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

8. period ended2022-06-30

   13F 38,772 shares

   Change vs previous 13F not available

   3.64% of the 13F portfolio, value $19,915,000.

   13F-HR 0000860580-22-000006 filed by STEWART & PATTEN CO LLC
   Filed 2022-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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