UCFA
CIM

United Capital Financial Advisors’s Chimera Investment CIM Stock Holding History

United Capital Financial Advisors’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,457
Closed -$47.8K – 1050
2024
Q1 		$47.8K Sell
3,457
-3,441
-50% -$47.9K ﹤0.01% 1067
2023
Q4 		$103K Buy
+6,898
New +$104K ﹤0.01% 1034
2021
Q4 		– Sell
-5,537
Closed -$247K – 1211
2021
Q3 		$247K Buy
5,537
+1,967
+55% +$88.3K ﹤0.01% 1076
2021
Q2 		$161K Buy
3,570
+1
+0% +$42 ﹤0.01% 1186
2021
Q1 		$136K Sell
3,569
-1,011
-22% -$34.5K ﹤0.01% 1153
2020
Q4 		$141K Buy
+4,580
New +$133K ﹤0.01% 1148
2015
Q2 		– Sell
-1,059
Closed -$249K – 1259
2015
Q1 		$249K Buy
+1,059
New +$50.7K ﹤0.01% 1122

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's CIM Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Chimera Investment (CIM) in Q2 2024, closing a stake of 3,457 shares — an estimated $47.8K sold.

United Capital Financial Advisors first reported a position in CIM in Q1 2015 and held it in 7 quarters. The position peaked at $249K in Q1 2015. 181 funds tracked by Wall St. Rank hold CIM as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Chimera Investment position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,457 Chimera Investment shares in Q2 2024, an estimated $47.8K.
  • United Capital Financial Advisors first reported a position in Chimera Investment in Q1 2015 and held it in 7 quarters.
  • United Capital Financial Advisors's Chimera Investment position peaked at $249K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.