ARC
UNIT

Advisor Resource Council’s Uniti Group UNIT Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-17,781
Closed -$103K – 505
2023
Q4 		$103K Buy
+17,781
New +$90.1K 0.01% 478
2023
Q2 		– Sell
-25,289
Closed -$82.9K – 265
2023
Q1 		$82.9K Buy
+25,289
New +$134K 0.02% 252
2022
Q3 		– Sell
-88,553
Closed -$834K – 476
2022
Q2 		$834K Buy
88,553
+42,224
+91% +$488K 0.08% 215
2022
Q1 		$637K Sell
46,329
-43,558
-48% -$552K 0.19% 124
2021
Q4 		$1.26M Buy
89,887
+47,580
+112% +$634K 0.1% 201
2021
Q3 		$523K Sell
42,307
-11,247
-21% -$137K 0.16% 134
2021
Q2 		$567K Buy
+53,554
New +$581K 0.06% 292

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Advisor Resource Council's UNIT Position: Q1 2024 in Review

Advisor Resource Council sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 17,781 shares — an estimated $103K sold.

Advisor Resource Council first reported a position in UNIT in Q2 2021 and held it in 7 quarters. The position peaked at $1.26M in Q4 2021. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

  • Advisor Resource Council reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 17,781 Uniti Group shares in Q1 2024, an estimated $103K.
  • Advisor Resource Council first reported a position in Uniti Group in Q2 2021 and held it in 7 quarters.
  • Advisor Resource Council's Uniti Group position peaked at $1.26M in Q4 2021.
  • 335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.