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Bedel Financial Consulting’s Unity U Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-98
Closed -$10K – 844
2022
Q1 		$10K Sell
98
-27
-22% -$2.8K ﹤0.01% 677
2021
Q4 		$18K Sell
125
-175
-58% -$26.7K 0.01% 589
2021
Q3 		$38K Sell
300
-25
-8% -$2.96K 0.01% 427
2021
Q2 		$36K Buy
+325
New +$31.9K 0.01% 443

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bedel Financial Consulting's U Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Unity (U) in Q2 2022, closing a stake of 98 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $38K in Q3 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 98 Unity shares in Q2 2022, an estimated $10K.
  • Bedel Financial Consulting first reported a position in Unity in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's Unity position peaked at $38K in Q3 2021.
  • 488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.