BIP
U icon

Bouvel Investment Partners’s Unity U Stock Holding History

Bouvel Investment Partners’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
2025
Q2 		– Sell
-35,595
Closed -$805K – 97
2025
Q1 		$805K Buy
35,595
+580
+2% +$13.1K 0.3% 71
2024
Q4 		$787K Sell
35,015
-580
-2% -$12.9K 0.28% 71
2024
Q3 		$805K Buy
35,595
+12,823
+56% +$221K 0.3% 71
2024
Q2 		$370K Sell
22,772
-11
-0% -$235 0.14% 76
2024
Q1 		$608K Buy
22,783
+597
+3% +$18.8K 0.26% 71
2023
Q4 		$907K Buy
22,186
+446
+2% +$13.7K 0.42% 67
2023
Q3 		$682K Sell
21,740
-105
-0.5% -$4.04K 0.37% 70
2023
Q2 		$949K Buy
21,845
+820
+4% +$26.3K 0.52% 61
2023
Q1 		$682K Buy
21,025
+597
+3% +$19.2K 0.4% 63
2022
Q4 		$584K Buy
20,428
+758
+4% +$23.7K 0.38% 62
2022
Q3 		$627K Buy
19,670
+6,308
+47% +$259K 0.42% 61
2022
Q2 		$492K Buy
13,362
+411
+3% +$23.3K 0.37% 61
2022
Q1 		$1.28M Buy
12,951
+117
+0.9% +$12.1K 0.78% 50
2021
Q4 		$1.83M Sell
12,834
-166
-1% -$25.4K 1.03% 43
2021
Q3 		$1.64M Sell
13,000
-288
-2% -$34.1K 0.93% 52
2021
Q2 		$1.46M Buy
13,288
+249
+2% +$24.5K 0.82% 55
2021
Q1 		$1.31M Buy
+13,039
New +$1.61M 0.84% 53

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bouvel Investment Partners's U Position: Q2 2025 in Review

Bouvel Investment Partners sold out of Unity (U) in Q2 2025, closing a stake of 35,595 shares — an estimated $805K sold.

Bouvel Investment Partners first reported a position in U in Q1 2021 and held it in 17 quarters. The position peaked at $1.83M in Q4 2021. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Bouvel Investment Partners reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Bouvel Investment Partners sold 35,595 Unity shares in Q2 2025, an estimated $805K.
  • Bouvel Investment Partners first reported a position in Unity in Q1 2021 and held it in 17 quarters.
  • Bouvel Investment Partners's Unity position peaked at $1.83M in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.