BWM
UNIT

Baystate Wealth Management’s Uniti Group UNIT Stock Holding History

Baystate 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
Q4 		$1.73K Buy
+300
New +$1.52K ﹤0.01% 1090
2022
Q3 		– Sell
-70
Closed -$1K – 941
2022
Q2 		$1K Buy
+70
New +$809 ﹤0.01% 878

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

Baystate Wealth Management's UNIT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Uniti Group (UNIT) in Q4 2023: 300 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in UNIT as recently as Q2 2022.

Baystate Wealth Management first reported a position in UNIT in Q2 2022 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold UNIT as of Q4 2023.

  • Baystate Wealth Management held 300 shares of Uniti Group worth $1.73K as of Q4 2023.
  • Uniti Group was a new Baystate Wealth Management position in Q4 2023.
  • Uniti Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1090 holding.
  • Baystate Wealth Management first reported a position in Uniti Group in Q2 2022 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Uniti Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.