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ALPS Advisors’s Unity U Stock Holding History

ALPS 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
Q1 		– Sell
-51,264
Closed -$2.1M – 1067
2023
Q4 		$2.1M Buy
51,264
+3,106
+6% +$95.7K 0.02% 325
2023
Q3 		$1.51M Sell
48,158
-6,978
-13% -$269K 0.01% 366
2023
Q2 		$2.39M Sell
55,136
-10,259
-16% -$328K 0.02% 278
2023
Q1 		$2.12M Buy
65,395
+19,588
+43% +$630K 0.02% 279
2022
Q4 		$1.31M Sell
45,807
-7,649
-14% -$240K 0.01% 390
2022
Q3 		$1.7M Buy
53,456
+4,251
+9% +$175K 0.02% 339
2022
Q2 		$1.81M Buy
+49,205
New +$2.79M 0.02% 338

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

ALPS Advisors's U Position: Q1 2024 in Review

ALPS Advisors sold out of Unity (U) in Q1 2024, closing a stake of 51,264 shares — an estimated $2.1M sold.

ALPS Advisors first reported a position in U in Q2 2022 and held it in 7 quarters. The position peaked at $2.39M in Q2 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • ALPS Advisors reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • ALPS Advisors sold 51,264 Unity shares in Q1 2024, an estimated $2.1M.
  • ALPS Advisors first reported a position in Unity in Q2 2022 and held it in 7 quarters.
  • ALPS Advisors's Unity position peaked at $2.39M in Q2 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on ALPS Advisors's 13F filing for Q1 2024, filed 14 May 2024.