Bank Julius Baer & Co
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Bank Julius Baer & Co’s Unity U Stock Holding History

Bank Julius Baer & Co’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
Q2 		– Sell
-6,003
Closed -$118K – 635
2025
Q1 		$118K Buy
6,003
+631
+12% +$14.2K ﹤0.01% 461
2024
Q4 		$133K Buy
5,372
+375
+8% +$8.34K ﹤0.01% 447
2024
Q3 		$134K Sell
4,997
-352
-7% -$6.08K ﹤0.01% 418
2024
Q2 		$96.8K Sell
5,349
-13,873
-72% -$297K ﹤0.01% 387
2024
Q1 		$513K Sell
19,222
-13,654
-42% -$429K ﹤0.01% 312
2023
Q4 		$1.3M Sell
32,876
-21,269
-39% -$655K 0.01% 261
2023
Q3 		$1.7M Buy
54,145
+35,957
+198% +$1.38M 0.01% 213
2023
Q2 		$790K Buy
18,188
+2,327
+15% +$74.5K ﹤0.01% 289
2023
Q1 		$515K Buy
15,861
+851
+6% +$27.4K ﹤0.01% 342
2022
Q4 		$429K Buy
15,010
+510
+4% +$16K ﹤0.01% 355
2022
Q3 		$462K Sell
14,500
-13,341
-48% -$549K ﹤0.01% 337
2022
Q2 		$1.02M Buy
27,841
+1,882
+7% +$107K 0.01% 272
2022
Q1 		$2.58M Sell
25,959
-10,340
-28% -$1.07M 0.02% 204
2021
Q4 		$5.19M Buy
36,299
+25,299
+230% +$3.87M 0.03% 199
2021
Q3 		$1.39M Buy
11,000
+1
+0% +$118 0.01% 290
2021
Q2 		$1.21M Sell
10,999
-17,113
-61% -$1.68M 0.01% 329
2021
Q1 		$2.82M Buy
28,112
+16,885
+150% +$2.08M 0.02% 239
2020
Q4 		$1.72M Buy
+11,227
New +$1.36M 0.01% 273

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank Julius Baer & Co's U Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of Unity (U) in Q2 2025, closing a stake of 6,003 shares — an estimated $118K sold.

Bank Julius Baer & Co first reported a position in U in Q4 2020 and held it in 18 quarters. The position peaked at $5.19M in Q4 2021. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Bank Julius Baer & Co reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 6,003 Unity shares in Q2 2025, an estimated $118K.
  • Bank Julius Baer & Co first reported a position in Unity in Q4 2020 and held it in 18 quarters.
  • Bank Julius Baer & Co's Unity position peaked at $5.19M in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.