UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1364725
As of 2025-03-31, CIM, LLC reported 38.52K UNH (shares), valued at $20.17M, or 3.00% of its reported non-derivative portfolio. Filed 2025-06-05.
Verify history & sources →Shares increased 1.23%; reported value increased 4.81%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 3.00% | 38,519 | SEC filing ↗Filed Jun 5, 2025 |
| Q4 2024 | 2.74% | 38,052 | SEC filing ↗Filed Mar 3, 2025 |
| Q3 2024 | 3.22% | 38,186 | SEC filing ↗Filed Jan 16, 2025 |
| Q2 2024 | 3.42% | 38,200 | SEC filing ↗Filed Sep 6, 2024 |
| Q1 2024 | 2.96% | 39,514 | SEC filing ↗Filed May 20, 2024 |
| Q4 2023 | 2.68% | 32,661 | SEC filing ↗Filed Feb 23, 2024 |
| Q3 2023 | 3.11% | 32,363 | SEC filing ↗Filed May 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.11% | 32,363 | $16.32M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed May 17, 2024 |
| Q4 2023 | 2.68% | 32,661 | $17.20M | Shares increased 0.92%; reported value increased 5.39%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 23, 2024 |
| Q1 2024 | 2.96% | 39,514 | $19.55M | Shares increased 20.98%; reported value increased 13.68%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2024 |
| Q2 2024 | 3.42% | 38,200 | $22.75M | Shares decreased 3.33%; reported value increased 16.37%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 6, 2024 |
| Q3 2024 | 3.22% | 38,186 | $22.33M | Shares decreased 0.04%; reported value decreased 1.85%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q4 2024 | 2.74% | 38,052 | $19.25M | Shares decreased 0.35%; reported value decreased 13.78%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 3, 2025 |
| Q1 2025 | 3.00% | 38,519 | $20.17M | Shares increased 1.23%; reported value increased 4.81%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 5, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.