BC
UNIT

Burney Company’s Uniti Group UNIT Stock Holding History

Burney Company’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
2024
Q3 		– Sell
-14,058
Closed -$41K – 617
2024
Q2 		$41K Sell
14,058
-8,558
-38% -$35.9K ﹤0.01% 593
2024
Q1 		$133K Sell
22,616
-10,652
-32% -$60.9K 0.01% 588
2023
Q4 		$192K Buy
33,268
+13,294
+67% +$67.4K 0.01% 569
2023
Q3 		$94.3K Buy
19,974
+8,427
+73% +$43.2K ﹤0.01% 555
2023
Q2 		$53.3K Hold
11,547
– – ﹤0.01% 569
2023
Q1 		$41K Hold
11,547
– – ﹤0.01% 557
2022
Q4 		$63.9K Sell
11,547
-2,324
-17% -$16K ﹤0.01% 538
2022
Q3 		$96K Sell
13,871
-10,594
-43% -$98.4K 0.01% 538
2022
Q2 		$230K Sell
24,465
-2,328
-9% -$26.9K 0.01% 506
2022
Q1 		$369K Buy
26,793
+9,988
+59% +$126K 0.02% 464
2021
Q4 		$235K Buy
16,805
+51
+0.3% +$679 0.01% 542
2021
Q3 		$207K Sell
16,754
-67,228
-80% -$820K 0.01% 553
2021
Q2 		$889K Buy
83,982
+70,101
+505% +$760K 0.04% 337
2021
Q1 		$153K Buy
+13,881
New +$167K 0.01% 553

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Burney Company's UNIT Position: Q3 2024 in Review

Burney Company sold out of Uniti Group (UNIT) in Q3 2024, closing a stake of 14,058 shares — an estimated $41K sold.

Burney Company first reported a position in UNIT in Q1 2021 and held it in 14 quarters. The position peaked at $889K in Q2 2021. 337 funds tracked by Wall St. Rank hold UNIT as of Q3 2024.

  • Burney Company reported no remaining Uniti Group position as of Q3 2024 after selling out during the quarter.
  • Burney Company sold 14,058 Uniti Group shares in Q3 2024, an estimated $41K.
  • Burney Company first reported a position in Uniti Group in Q1 2021 and held it in 14 quarters.
  • Burney Company's Uniti Group position peaked at $889K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held Uniti Group as of Q3 2024.

Based on Burney Company's 13F filing for Q3 2024, filed 18 Oct 2024.