Capital Performance Advisors’s Unisys UIS Stock Holding History

Capital Performance Advisors’s Portfolio UIS Stock Details UIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-107	Closed	-$608	–	2538
2024 Q3	$608	Buy	+107	New	+$530	﹤0.01%	2158

Other funds holding UIS

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Capital Performance Advisors's UIS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Unisys (UIS) in Q4 2024, closing a stake of 107 shares — an estimated $608 sold.

Capital Performance Advisors first reported a position in UIS in Q3 2024 and held it in 1 quarter. The position peaked at $608 in Q3 2024. 197 funds tracked by Wall St. Rank hold UIS as of Q4 2024.

Capital Performance Advisors reported no remaining Unisys position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 107 Unisys shares in Q4 2024, an estimated $608.
Capital Performance Advisors first reported a position in Unisys in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Unisys position peaked at $608 in Q3 2024.
197 funds tracked by Wall St. Rank held Unisys as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.