AJ Wealth Strategies’s Unity U Stock Holding History

AJ Wealth Strategies’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 Q2	$440K	Buy	+10,126	New	+$324K	0.02%	193
2022 Q2	–	Sell	-6,122	Closed	-$607K	–	343
2022 Q1	$607K	Buy	+6,122	New	+$634K	0.03%	182
2021 Q2	–	Sell	-2,900	Closed	-$291K	–	281
2021 Q1	$291K	Buy	+2,900	New	+$357K	0.02%	214

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

AJ Wealth Strategies's U Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in Unity (U) in Q2 2023: 10,126 shares worth $440K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in U as recently as Q1 2022.

AJ Wealth Strategies first reported a position in U in Q1 2021 and has held it in 3 quarters since. The position peaked at $607K in Q1 2022. 501 funds tracked by Wall St. Rank hold U as of Q2 2023.

AJ Wealth Strategies held 10,126 shares of Unity worth $440K as of Q2 2023.
Unity was a new AJ Wealth Strategies position in Q2 2023.
Unity made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #193 holding.
AJ Wealth Strategies first reported a position in Unity in Q1 2021 and has held it in 3 quarters since.
AJ Wealth Strategies's Unity position peaked at $607K in Q1 2022.
501 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.