Altshuler Shaham’s Unity U Stock Holding History

Altshuler Shaham’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
2025 Q1	–	Sell	-7,000	Closed	-$157K	–	408
2024 Q4	$157K	Buy	+7,000	New	+$156K	0.01%	106
2022 Q1	–	Sell	-48	Closed	-$7K	–	640
2021 Q4	$7K	Buy	+48	New	+$7.33K	﹤0.01%	526

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Altshuler Shaham's U Position: Q1 2025 in Review

Altshuler Shaham sold out of Unity (U) in Q1 2025, closing a stake of 7,000 shares — an estimated $157K sold.

Altshuler Shaham first reported a position in U in Q4 2021 and held it in 2 quarters. The position peaked at $157K in Q4 2024. 425 funds tracked by Wall St. Rank hold U as of Q1 2025.

Altshuler Shaham reported no remaining Unity position as of Q1 2025 after selling out during the quarter.
Altshuler Shaham sold 7,000 Unity shares in Q1 2025, an estimated $157K.
Altshuler Shaham first reported a position in Unity in Q4 2021 and held it in 2 quarters.
Altshuler Shaham's Unity position peaked at $157K in Q4 2024.
425 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.