BCWM
UNIT

Bartlett & Co Wealth Management’s Uniti Group UNIT Stock Holding History

Bartlett & Co 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
2023
Q3 		– Sell
-1,000
Closed -$4.62K – 1203
2023
Q2 		$4.62K Buy
+1,000
New +$3.76K ﹤0.01% 995
2021
Q1 		– Sell
-30
Closed -$356 – 1197
2020
Q4 		$356 Hold
30
– – ﹤0.01% 1175
2020
Q3 		$321 Hold
30
– – ﹤0.01% 824
2020
Q2 		$285 Hold
30
– – ﹤0.01% 830
2020
Q1 		$185 Hold
30
– – ﹤0.01% 831
2019
Q4 		$253 Hold
30
– – ﹤0.01% 847
2019
Q3 		$234 Buy
+30
New +$249 ﹤0.01% 860

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Bartlett & Co Wealth Management's UNIT Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of Uniti Group (UNIT) in Q3 2023, closing a stake of 1,000 shares — an estimated $4.62K sold.

Bartlett & Co Wealth Management first reported a position in UNIT in Q3 2019 and held it in 7 quarters. The position peaked at $4.62K in Q2 2023. 309 funds tracked by Wall St. Rank hold UNIT as of Q3 2023.

  • Bartlett & Co Wealth Management reported no remaining Uniti Group position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,000 Uniti Group shares in Q3 2023, an estimated $4.62K.
  • Bartlett & Co Wealth Management first reported a position in Uniti Group in Q3 2019 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's Uniti Group position peaked at $4.62K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.