SEC 13F Intelligence

Ccla Investment Management / UNH

Ccla Investment Management’s Unitedhealth Group Inc Position

Does Ccla Investment Management own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 170.8K shares worth $87M in Q4 2024; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$87M
Q4 2024
Shares
170.8K
% of Portfolio
+1.37%
Quarters Held
17
position exited

Position History UNH

Reported value by quarter
Q3 ’20: $94MQ3 ’20Q4 ’20: $98MQ1 ’21: $110MQ2 ’21: $118MQ2 ’21Q3 ’21: $125MQ4 ’21: $175MQ1 ’22: $174MQ1 ’22Q3 ’22: $125MQ4 ’22: $131MQ1 ’23: $117MQ1 ’23Q2 ’23: $125MQ3 ’23: $131MQ4 ’23: $138MQ4 ’23Q1 ’24: $130MQ2 ’24: $130MQ3 ’24: $130MQ3 ’24Q4 ’24: $87Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024170.8K$87M+1.37%
Q3 2024266.6K$130M+2.00%
Q2 2024266.6K$130M+2.00%
Q1 2024263.9K$130M+2.00%
Q4 2023262.1K$138M+2.25%
Q3 2023259.7K$131M+2.45%
Q2 2023259.5K$125M+2.22%
Q1 2023247.4K$117M+2.30%
Q4 2022247.4K$131M+2.96%
Q3 2022246.1K$125M+3.01%
Q1 2022341.8K$174M+3.14%
Q4 2021348.0K$175M+2.87%
Q3 2021319.2K$125M+2.07%
Q2 2021295.5K$118M+1.44%
Q1 2021294.1K$110M+2.19%
Q4 2020282.2K$98M+2.20%
Q3 2020300.7K$94M+2.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ccla Investment Management’s full portfolio or all institutional holders of UNH.