AWA
UNIT

Aaron Wealth Advisors’s Uniti Group UNIT Stock Holding History

Aaron Wealth Advisors’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-334,990
Closed -$1.85M – 266
2022
Q4 		$1.85M Sell
334,990
-1,024,217
-75% -$7.03M 0.27% 63
2022
Q3 		$9.45M Buy
+1,359,207
New +$12.6M 1.74% 12
2021
Q1 		– Sell
-10,051
Closed -$117K – 168
2020
Q4 		$117K Buy
+10,051
New +$105K 0.04% 131

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Aaron Wealth Advisors's UNIT Position: Q1 2023 in Review

Aaron Wealth Advisors sold out of Uniti Group (UNIT) in Q1 2023, closing a stake of 334,990 shares — an estimated $1.85M sold.

Aaron Wealth Advisors first reported a position in UNIT in Q4 2020 and held it in 3 quarters. The position peaked at $9.45M in Q3 2022. 294 funds tracked by Wall St. Rank hold UNIT as of Q1 2023.

  • Aaron Wealth Advisors reported no remaining Uniti Group position as of Q1 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 334,990 Uniti Group shares in Q1 2023, an estimated $1.85M.
  • Aaron Wealth Advisors first reported a position in Uniti Group in Q4 2020 and held it in 3 quarters.
  • Aaron Wealth Advisors's Uniti Group position peaked at $9.45M in Q3 2022.
  • 294 funds tracked by Wall St. Rank held Uniti Group as of Q1 2023.

Based on Aaron Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.