BFEC
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Benjamin F. Edwards & Company’s Unity U Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$824K Buy
50,683
+49,646
+4,787% +$1.06M 0.01% 579
2024
Q1 		$28K Buy
1,037
+996
+2,429% +$31.3K ﹤0.01% 1443
2023
Q4 		$2K Sell
41
-13
-24% -$401 ﹤0.01% 2009
2023
Q3 		$2K Buy
+54
New +$2.08K ﹤0.01% 1687
2022
Q2 		– Sell
-100
Closed -$10K – 1905
2022
Q1 		$10K Hold
100
– – ﹤0.01% 1374
2021
Q4 		$14K Sell
100
-300
-75% -$45.8K ﹤0.01% 1318
2021
Q3 		$51K Buy
400
+300
+300% +$35.5K ﹤0.01% 1022
2021
Q2 		$11K Buy
+100
New +$9.83K ﹤0.01% 1366

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Benjamin F. Edwards & Company's U Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Unity (U) stake by 4,787% in Q2 2024, buying an estimated $1.06M and bringing the position to 50,683 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #579.

Benjamin F. Edwards & Company first reported a position in U in Q2 2021 and has held it in 8 quarters since. 428 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Benjamin F. Edwards & Company held 50,683 shares of Unity worth $824K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 49,646 Unity shares in Q2 2024, an estimated $1.06M.
  • Unity made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #579 holding.
  • Benjamin F. Edwards & Company first reported a position in Unity in Q2 2021 and has held it in 8 quarters since.
  • 428 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.