CPA
UNIT

Capital Performance Advisors’s Uniti Group UNIT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,790
Closed -$10.1K – 2550
2024
Q3 		$10.1K Buy
+1,790
New +$7.65K ﹤0.01% 836

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

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

Capital Performance Advisors sold out of Uniti Group (UNIT) in Q4 2024, closing a stake of 1,790 shares — an estimated $10.1K sold.

Capital Performance Advisors first reported a position in UNIT in Q3 2024 and held it in 1 quarter. The position peaked at $10.1K in Q3 2024. 323 funds tracked by Wall St. Rank hold UNIT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Uniti Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,790 Uniti Group shares in Q4 2024, an estimated $10.1K.
  • Capital Performance Advisors first reported a position in Uniti Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Uniti Group position peaked at $10.1K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Uniti Group as of Q4 2024.

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