Berman Capital Advisors’s Uniti Group UNIT Stock Holding History

Berman Capital 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
2021 Q3	$8K	Buy	651 +8	+1%	+$98	﹤0.01%	1283
2021 Q2	$6K	Buy	643 +7	+1%	+$76	﹤0.01%	1312
2021 Q1	$7K	Buy	636 +4	+0.6%	+$48	﹤0.01%	1177
2020 Q4	$7K	Sell	632 -800	-56%	-$8.33K	﹤0.01%	1061
2020 Q3	$14K	Buy	1,432 +808	+129%	+$7.83K	﹤0.01%	700
2020 Q2	$5K	Buy	+624	New	+$4.68K	﹤0.01%	1001
2020 Q1	–	Sell	-217	Closed	-$1K	–	1677
2019 Q4	$1K	Buy	+217	New	+$1.57K	﹤0.01%	1396

Other funds holding UNIT

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Berman Capital Advisors increased its Uniti Group (UNIT) stake by 1.2% in Q3 2021, buying an estimated $98 and bringing the position to 651 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Berman Capital Advisors first reported a position in UNIT in Q4 2019 and has held it in 7 quarters since. The position peaked at $14K in Q3 2020. 261 funds tracked by Wall St. Rank hold UNIT as of Q3 2021.

Berman Capital Advisors held 651 shares of Uniti Group worth $8K as of Q3 2021.
Berman Capital Advisors bought 8 Uniti Group shares in Q3 2021, an estimated $98.
Uniti Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1283 holding.
Berman Capital Advisors first reported a position in Uniti Group in Q4 2019 and has held it in 7 quarters since.
Berman Capital Advisors's Uniti Group position peaked at $14K in Q3 2020.
261 funds tracked by Wall St. Rank held Uniti Group as of Q3 2021.

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