AWM
UNIT

Apollon Wealth Management’s Uniti Group UNIT Stock Holding History

Apollon Wealth Management’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-99,990
Closed -$590K – 1165
2024
Q1 		$590K Sell
99,990
-2,958
-3% -$16.9K 0.02% 637
2023
Q4 		$595K Buy
102,948
+5,251
+5% +$26.6K 0.02% 603
2023
Q3 		$461K Buy
97,697
+81
+0.1% +$415 0.02% 568
2023
Q2 		$451K Buy
97,616
+31,204
+47% +$117K 0.02% 622
2023
Q1 		$236K Buy
+66,412
New +$352K 0.01% 750
2022
Q4 		– Sell
-27,231
Closed -$189K – 908
2022
Q3 		$189K Buy
+27,231
New +$253K 0.02% 728

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Apollon Wealth Management's UNIT Position: Q2 2024 in Review

Apollon Wealth Management sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 99,990 shares — an estimated $590K sold.

Apollon Wealth Management first reported a position in UNIT in Q3 2022 and held it in 6 quarters. The position peaked at $595K in Q4 2023. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Apollon Wealth Management reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 99,990 Uniti Group shares in Q2 2024, an estimated $590K.
  • Apollon Wealth Management first reported a position in Uniti Group in Q3 2022 and held it in 6 quarters.
  • Apollon Wealth Management's Uniti Group position peaked at $595K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Apollon Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.