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Bel Air Investment Advisors’s Unity U Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$2.49M Sell
22,684
-6,806
-23% -$669K 0.08% 114
2021
Q1 		$2.96M Buy
+29,490
New +$3.63M 0.09% 109

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

Bel Air Investment Advisors's U Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Unity (U) stake by 23% in Q2 2021, selling an estimated $669K and leaving 22,684 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #114.

Bel Air Investment Advisors first reported a position in U in Q1 2021 and has held it in 2 quarters since. The position peaked at $2.96M in Q1 2021. 409 funds tracked by Wall St. Rank hold U as of Q2 2021.

  • Bel Air Investment Advisors held 22,684 shares of Unity worth $2.49M as of Q2 2021.
  • Bel Air Investment Advisors sold 6,806 Unity shares in Q2 2021, an estimated $669K.
  • Unity made up 0.08% of Bel Air Investment Advisors's portfolio in Q2 2021, its #114 holding.
  • Bel Air Investment Advisors first reported a position in Unity in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Unity position peaked at $2.96M in Q1 2021.
  • 409 funds tracked by Wall St. Rank held Unity as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.