Advisory Research’s Unity U Stock Holding History

Advisory Research’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
2023 Q3	–	Sell	-20,294	Closed	-$881K	–	494
2023 Q2	$881K	Buy	+20,294	New	+$650K	0.11%	221
2022 Q2	–	Sell	-2,016	Closed	-$200K	–	430
2022 Q1	$200K	Sell	2,016 -506	-20%	-$52.4K	0.02%	336
2021 Q4	$361K	Sell	2,522 -794	-24%	-$121K	0.03%	273
2021 Q3	$419K	Buy	+3,316	New	+$393K	0.03%	261

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisory Research's U Position: Q3 2023 in Review

Advisory Research sold out of Unity (U) in Q3 2023, closing a stake of 20,294 shares — an estimated $881K sold.

Advisory Research first reported a position in U in Q3 2021 and held it in 4 quarters. The position peaked at $881K in Q2 2023. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

Advisory Research reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 20,294 Unity shares in Q3 2023, an estimated $881K.
Advisory Research first reported a position in Unity in Q3 2021 and held it in 4 quarters.
Advisory Research's Unity position peaked at $881K in Q2 2023.
499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.