BAAM
UNIT

Baker Avenue Asset Management’s Uniti Group UNIT Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-499
Closed -$2.35K – 1431
2023
Q3 		$2.35K Hold
499
– – ﹤0.01% 1096
2023
Q2 		$2.31K Buy
499
+385
+338% +$1.45K ﹤0.01% 962
2023
Q1 		$405 Sell
114
-46
-29% -$244 ﹤0.01% 1518
2022
Q4 		$885 Buy
+160
New +$1.1K ﹤0.01% 1134

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Baker Avenue Asset Management's UNIT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Uniti Group (UNIT) in Q4 2023, closing a stake of 499 shares — an estimated $2.35K sold.

Baker Avenue Asset Management first reported a position in UNIT in Q4 2022 and held it in 4 quarters. The position peaked at $2.35K in Q3 2023. 329 funds tracked by Wall St. Rank hold UNIT as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Uniti Group position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 499 Uniti Group shares in Q4 2023, an estimated $2.35K.
  • Baker Avenue Asset Management first reported a position in Uniti Group in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Uniti Group position peaked at $2.35K in Q3 2023.
  • 329 funds tracked by Wall St. Rank held Uniti Group as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.