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David Yim

@United Services Automobile Association

Latest period2024 - Q3ReportedManaged Assets$3.923BTotal holdings380
Assets growth rate-0.58%Assets growth rate (2-Q avg)-1.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in United Services Automobile Association's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 380 positions.

Assets under management

The assets under management (AUM) of United Services Automobile Association over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.923B in assets, with a quarterly growth rate of -0.58% and a 2-quarter average growth rate of -1.78%. The portfolio is managed by David Yim, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRKMerck & Co. Inc.
Recent Activity
Decreased -23.64%
1.14%
$44.347M
390,520 shares@ $113.56 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -30.2%
1.02%
$40.008M
68,427 shares@ $584.68 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -17.18%
1.02%
$39.93M
214,297 shares@ $186.33 avg price
CVXChevron Corp
Recent Activity
Decreased -26.85%
1%
$39.01M
264,887 shares@ $147.27 avg price
WMTWalmart Inc
Recent Activity
Decreased -24.88%
0.84%
$32.631M
404,098 shares@ $80.76 avg price
CNQCanadian Natural Resources
Recent Activity
Decreased -24.48%
0.81%
$31.639M
952,807 shares@ $33.21 avg price
METAMeta Platforms Inc-class A
Recent Activity
Decreased -18.46%
0.75%
$29.105M
50,843 shares@ $572.45 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -27.79%
0.73%
$28.579M
168,061 shares@ $170.05 avg price
VXFMfc Vanguard Extd Mkt Etf
Recent Activity
Increased 3.61%
0.72%
$28.137M
154,607 shares@ $182.0 avg price
TRUETruecar Inc
Recent Activity
0.71%
$27.47M
7.962M shares@ $3.45 avg price