Berman Capital Advisors’s Unity U Stock Holding History

Berman Capital 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 Q3	$106K	Buy	854 +644	+307%	+$76.2K	0.02%	421
2021 Q2	$21K	Buy	210 +193	+1,135%	+$19K	﹤0.01%	892
2021 Q1	$0	Buy	+17	New	+$2.09K	﹤0.01%	1915

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Berman Capital Advisors's U Position: Q3 2021 in Review

Berman Capital Advisors increased its Unity (U) stake by 307% in Q3 2021, buying an estimated $76.2K and bringing the position to 854 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #421.

Berman Capital Advisors first reported a position in U in Q1 2021 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold U as of Q3 2021.

Berman Capital Advisors held 854 shares of Unity worth $106K as of Q3 2021.
Berman Capital Advisors bought 644 Unity shares in Q3 2021, an estimated $76.2K.
Unity made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #421 holding.
Berman Capital Advisors first reported a position in Unity in Q1 2021 and has held it in 3 quarters since.
475 funds tracked by Wall St. Rank held Unity as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.