BIA
UNIT

Bell Investment Advisors’s Uniti Group UNIT Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-54
Closed -$331 – 1948
2025
Q3 		$331 Sell
54
-36
-40% -$215 ﹤0.01% 1822
2025
Q2 		$389 Hold
90
– – ﹤0.01% 1809
2025
Q1 		$454 Hold
90
– – ﹤0.01% 1795
2024
Q4 		$495 Hold
90
– – ﹤0.01% 1771
2024
Q3 		$508 Hold
90
– – ﹤0.01% 1775
2024
Q2 		$263 Hold
90
– – ﹤0.01% 1907
2024
Q1 		$531 Hold
90
– – ﹤0.01% 1805
2023
Q4 		$521 Sell
90
-38
-30% -$193 ﹤0.01% 1819
2023
Q3 		$605 Sell
128
-67
-34% -$343 ﹤0.01% 1718
2023
Q2 		$901 Hold
195
– – ﹤0.01% 1622
2023
Q1 		$693 Sell
195
-312
-62% -$1.66K ﹤0.01% 1673
2022
Q4 		$2.8K Buy
507
+96
+23% +$659 ﹤0.01% 1103
2022
Q3 		$3K Buy
411
+53
+15% +$492 ﹤0.01% 988
2022
Q2 		$3K Buy
+358
New +$4.14K ﹤0.01% 1034

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $86.6B AUM 38.74% 1-Year Est. Return