CSWM
UNIT

Cassady Schiller Wealth Management’s Uniti Group UNIT Stock Holding History

Cassady Schiller Wealth Management’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
Q3 		– Sell
-41
Closed -$189 – 483
2023
Q2 		$189 Hold
41
– – ﹤0.01% 460
2023
Q1 		$146 Hold
41
– – ﹤0.01% 451
2022
Q4 		$227 Buy
+41
New +$281 ﹤0.01% 459
2022
Q1 		– Sell
-41
Closed -$1K – 570
2021
Q4 		$1K Buy
+41
New +$546 ﹤0.01% 516

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Cassady Schiller Wealth Management's UNIT Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of Uniti Group (UNIT) in Q3 2023, closing a stake of 41 shares — an estimated $189 sold.

Cassady Schiller Wealth Management first reported a position in UNIT in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 309 funds tracked by Wall St. Rank hold UNIT as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining Uniti Group position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 41 Uniti Group shares in Q3 2023, an estimated $189.
  • Cassady Schiller Wealth Management first reported a position in Uniti Group in Q4 2021 and held it in 4 quarters.
  • Cassady Schiller Wealth Management's Uniti Group position peaked at $1K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.