Anderson Financial Strategies’s Unity U Stock Holding History

Anderson Financial 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
2025 Q1	–	Sell	-1,230	Closed	-$27.6K	–	249
2024 Q4	$27.6K	Buy	+1,230	New	+$27.4K	0.02%	73

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

Anderson Financial Strategies's U Position: Q1 2025 in Review

Anderson Financial Strategies sold out of Unity (U) in Q1 2025, closing a stake of 1,230 shares — an estimated $27.6K sold.

Anderson Financial Strategies first reported a position in U in Q4 2024 and held it in 1 quarter. The position peaked at $27.6K in Q4 2024. 425 funds tracked by Wall St. Rank hold U as of Q1 2025.

Anderson Financial Strategies reported no remaining Unity position as of Q1 2025 after selling out during the quarter.
Anderson Financial Strategies sold 1,230 Unity shares in Q1 2025, an estimated $27.6K.
Anderson Financial Strategies first reported a position in Unity in Q4 2024 and held it in 1 quarter.
Anderson Financial Strategies's Unity position peaked at $27.6K in Q4 2024.
425 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Anderson Financial Strategies's 13F filing for Q1 2025, filed 28 May 2025.