B
UNIT

Bailard’s Uniti Group UNIT Stock Holding History

Bailard’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
Q4 		– Sell
-31,249
Closed -$176K – 840
2024
Q3 		$176K Sell
31,249
-39,100
-56% -$167K ﹤0.01% 716
2024
Q2 		$205K Sell
70,349
-90,531
-56% -$379K 0.01% 679
2024
Q1 		$949K Buy
160,880
+12,200
+8% +$69.7K 0.03% 312
2023
Q4 		$859K Buy
148,680
+98,931
+199% +$502K 0.03% 313
2023
Q3 		$235K Hold
49,749
– – 0.01% 614
2023
Q2 		$230K Buy
49,749
+18,500
+59% +$69.6K 0.01% 593
2023
Q1 		$111K Buy
31,249
+14,242
+84% +$75.5K ﹤0.01% 681
2022
Q4 		$94K Sell
17,007
-56,564
-77% -$388K ﹤0.01% 682
2022
Q3 		$511K Buy
73,571
+60,284
+454% +$560K 0.02% 359
2022
Q2 		$125K Hold
13,287
– – ﹤0.01% 645
2022
Q1 		$183K Buy
+13,287
New +$168K 0.01% 677
2021
Q1 		– Sell
-18,510
Closed -$217K – 735
2020
Q4 		$217K Buy
18,510
+3,500
+23% +$36.5K 0.01% 547
2020
Q3 		$158K Buy
+15,010
New +$145K 0.01% 492

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Bailard's UNIT Position: Q4 2024 in Review

Bailard sold out of Uniti Group (UNIT) in Q4 2024, closing a stake of 31,249 shares — an estimated $176K sold.

Bailard first reported a position in UNIT in Q3 2020 and held it in 13 quarters. The position peaked at $949K in Q1 2024. 323 funds tracked by Wall St. Rank hold UNIT as of Q4 2024.

  • Bailard reported no remaining Uniti Group position as of Q4 2024 after selling out during the quarter.
  • Bailard sold 31,249 Uniti Group shares in Q4 2024, an estimated $176K.
  • Bailard first reported a position in Uniti Group in Q3 2020 and held it in 13 quarters.
  • Bailard's Uniti Group position peaked at $949K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Uniti Group as of Q4 2024.

Based on Bailard's 13F filing for Q4 2024, filed 5 Feb 2025.