AFG
U icon

AFS Financial Group’s Unity U Stock Holding History

AFS Financial Group’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
Q1 		– Sell
-8,451
Closed -$346K – 48
2023
Q4 		$346K Sell
8,451
-12,277
-59% -$378K 0.32% 41
2023
Q3 		$651K Sell
20,728
-1,070
-5% -$41.2K 0.44% 46
2023
Q2 		$946K Sell
21,798
-401
-2% -$12.8K 0.61% 39
2023
Q1 		$720K Buy
22,199
+3,523
+19% +$113K 0.48% 47
2022
Q4 		$534K Buy
+18,676
New +$585K 0.38% 50

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AFS Financial Group's U Position: Q1 2024 in Review

AFS Financial Group sold out of Unity (U) in Q1 2024, closing a stake of 8,451 shares — an estimated $346K sold.

AFS Financial Group first reported a position in U in Q4 2022 and held it in 5 quarters. The position peaked at $946K in Q2 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • AFS Financial Group reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 8,451 Unity shares in Q1 2024, an estimated $346K.
  • AFS Financial Group first reported a position in Unity in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Unity position peaked at $946K in Q2 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.