CFA
U icon

Carroll Financial Associates’s Unity U Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$66K Buy
446
+130
+41% +$19.9K ﹤0.01% 644
2021
Q3 		$39K Buy
316
+52
+20% +$6.16K ﹤0.01% 815
2021
Q2 		$28K Buy
264
+12
+5% +$1.18K ﹤0.01% 988
2021
Q1 		$25K Buy
+252
New +$31K ﹤0.01% 960

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Carroll Financial Associates's U Position: Q4 2021 in Review

Carroll Financial Associates increased its Unity (U) stake by 41% in Q4 2021, buying an estimated $19.9K and bringing the position to 446 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Carroll Financial Associates first reported a position in U in Q1 2021 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • Carroll Financial Associates held 446 shares of Unity worth $66K as of Q4 2021.
  • Carroll Financial Associates bought 130 Unity shares in Q4 2021, an estimated $19.9K.
  • Unity made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #644 holding.
  • Carroll Financial Associates first reported a position in Unity in Q1 2021 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held Unity as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.