AG
UNT

Aperio Group’s UNIT Corporation UNT Stock Holding History

Aperio Group’s Portfolio UNT Stock Details UNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,294
Closed -$9K – 2434
2019
Q4 		$9K Sell
12,294
-10,398
-46% -$16.6K ﹤0.01% 2323
2019
Q3 		$77K Sell
22,692
-52,021
-70% -$256K ﹤0.01% 2258
2019
Q2 		$664K Buy
74,713
+22,552
+43% +$262K ﹤0.01% 1633
2019
Q1 		$743K Buy
52,161
+1,390
+3% +$22.1K ﹤0.01% 1522
2018
Q4 		$725K Sell
50,771
-1,598
-3% -$34.5K ﹤0.01% 1476
2018
Q3 		$1.36M Sell
52,369
-354
-0.7% -$9.2K 0.01% 1239
2018
Q2 		$1.35M Buy
52,723
+6,318
+14% +$140K 0.01% 1219
2018
Q1 		$917K Buy
46,405
+7,620
+20% +$166K ﹤0.01% 1371
2017
Q4 		$853K Buy
38,785
+112
+0.3% +$2.26K ﹤0.01% 1398
2017
Q3 		$796K Buy
38,673
+4,932
+15% +$88K ﹤0.01% 1409
2017
Q2 		$632K Buy
33,741
+1,433
+4% +$28.5K ﹤0.01% 1516
2017
Q1 		$781K Sell
32,308
-2,110
-6% -$53.9K 0.01% 1284
2016
Q4 		$925K Sell
34,418
-2,121
-6% -$45.8K 0.01% 1169
2016
Q3 		$680K Buy
36,539
+1,066
+3% +$16.4K ﹤0.01% 1296
2016
Q2 		$552K Buy
35,473
+4,962
+16% +$65.8K ﹤0.01% 1335
2016
Q1 		$269K Buy
30,511
+4,917
+19% +$42.1K ﹤0.01% 1715
2015
Q4 		$312K Sell
25,594
-3,917
-13% -$57.8K ﹤0.01% 1593
2015
Q3 		$332K Sell
29,511
-7,042
-19% -$120K ﹤0.01% 1523
2015
Q2 		$991K Buy
36,553
+13,506
+59% +$426K 0.01% 973
2015
Q1 		$645K Buy
23,047
+28
+0.1% +$833 0.01% 1140
2014
Q4 		$785K Buy
23,019
+6,720
+41% +$291K 0.01% 1001
2014
Q3 		$956K Buy
16,299
+3,381
+26% +$218K 0.01% 879
2014
Q2 		$889K Buy
12,918
+1,282
+11% +$83.5K 0.01% 891
2014
Q1 		$761K Buy
+11,636
New +$648K 0.01% 1134
2013
Q4 		– Sell
-8,144
Closed -$406K – 1219
2013
Q3 		$379K Buy
8,144
+3,189
+64% +$146K 0.01% 1290
2013
Q2 		$211K Buy
+4,955
New +$218K 0.01% 1476

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's UNT Position: Q1 2020 in Review

Aperio Group sold out of UNIT Corporation (UNT) in Q1 2020, closing a stake of 12,294 shares — an estimated $9K sold.

Aperio Group first reported a position in UNT in Q2 2013 and held it in 26 quarters. The position peaked at $1.36M in Q3 2018. 72 funds tracked by Wall St. Rank hold UNT as of Q1 2020.

  • Aperio Group reported no remaining UNIT Corporation position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 12,294 UNIT Corporation shares in Q1 2020, an estimated $9K.
  • Aperio Group first reported a position in UNIT Corporation in Q2 2013 and held it in 26 quarters.
  • Aperio Group's UNIT Corporation position peaked at $1.36M in Q3 2018.
  • 72 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.