CCP
UNIT

Carmel Capital Partners’s Uniti Group UNIT Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-317
Closed -$1.5K – 663
2023
Q3 		$1.5K Sell
317
-1,844
-85% -$9.45K ﹤0.01% 648
2023
Q2 		$9.98K Hold
2,161
– – 0.01% 286
2023
Q1 		$7.67K Buy
+2,161
New +$11.5K ﹤0.01% 341

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Carmel Capital Partners's UNIT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Uniti Group (UNIT) in Q4 2023, closing a stake of 317 shares — an estimated $1.5K sold.

Carmel Capital Partners first reported a position in UNIT in Q1 2023 and held it in 3 quarters. The position peaked at $9.98K in Q2 2023. 329 funds tracked by Wall St. Rank hold UNIT as of Q4 2023.

  • Carmel Capital Partners reported no remaining Uniti Group position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 317 Uniti Group shares in Q4 2023, an estimated $1.5K.
  • Carmel Capital Partners first reported a position in Uniti Group in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Uniti Group position peaked at $9.98K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held Uniti Group as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.