Bartlett & Co’s Uniti Group UNIT Stock Holding History

Bartlett & Co’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	-$5K	–	1183
2023 Q2	$5K	Buy	+1,000	New	+$3.76K	﹤0.01%	994
2021 Q1	–	Sell	-30	Closed	–	–	1179
2020 Q4	$0	Hold	30	–	–	﹤0.01%	1200
2020 Q3	$0	Hold	30	–	–	﹤0.01%	860
2020 Q2	$0	Hold	30	–	–	﹤0.01%	877
2020 Q1	$0	Buy	+30	New	+$235	﹤0.01%	831
2019 Q3	$0	Buy	+30	New	+$249	﹤0.01%	921

Other funds holding UNIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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's UNIT Position: Q3 2023 in Review

Bartlett & Co sold out of Uniti Group (UNIT) in Q3 2023, closing a stake of 1,000 shares — an estimated $5K sold.

Bartlett & Co first reported a position in UNIT in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q2 2023. 309 funds tracked by Wall St. Rank hold UNIT as of Q3 2023.

Bartlett & Co reported no remaining Uniti Group position as of Q3 2023 after selling out during the quarter.
Bartlett & Co sold 1,000 Uniti Group shares in Q3 2023, an estimated $5K.
Bartlett & Co first reported a position in Uniti Group in Q3 2019 and held it in 6 quarters.
Bartlett & Co's Uniti Group position peaked at $5K in Q2 2023.
309 funds tracked by Wall St. Rank held Uniti Group as of Q3 2023.

Based on Bartlett & Co's 13F filing for Q3 2023, filed 10 Oct 2023.