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Addison Advisors’s Unity U Stock Holding History

Addison Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$68 – 872
2024
Q3 		$68 Hold
3
– – ﹤0.01% 826
2024
Q2 		$49 Hold
3
– – ﹤0.01% 769
2024
Q1 		$81 Hold
3
– – ﹤0.01% 692
2023
Q4 		$123 Sell
3
-125
-98% -$3.85K ﹤0.01% 693
2023
Q3 		$4.02K Buy
128
+3
+2% +$116 ﹤0.01% 557
2023
Q2 		$5.43K Hold
125
– – ﹤0.01% 529
2023
Q1 		$4.05K Hold
125
– – ﹤0.01% 524
2022
Q4 		$3.57K Hold
125
– – ﹤0.01% 526
2022
Q3 		$4K Hold
125
– – ﹤0.01% 520
2022
Q2 		$5K Hold
125
– – ﹤0.01% 509
2022
Q1 		$12K Buy
+125
New +$12.9K 0.01% 460

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Addison Advisors's U Position: Q4 2024 in Review

Addison Advisors sold out of Unity (U) in Q4 2024, closing a stake of 3 shares — an estimated $68 sold.

Addison Advisors first reported a position in U in Q1 2022 and held it in 11 quarters. The position peaked at $12K in Q1 2022. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Addison Advisors reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Addison Advisors sold 3 Unity shares in Q4 2024, an estimated $68.
  • Addison Advisors first reported a position in Unity in Q1 2022 and held it in 11 quarters.
  • Addison Advisors's Unity position peaked at $12K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.