Castle Wealth Management’s Unisys UIS Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-500	Closed	-$4K	–	597
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	521
2022 Q2	$6K	Buy	+500	New	+$7.05K	﹤0.01%	472

Other funds holding UIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Castle Wealth Management's UIS Position: Q4 2022 in Review

Castle Wealth Management sold out of Unisys (UIS) in Q4 2022, closing a stake of 500 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in UIS in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 180 funds tracked by Wall St. Rank hold UIS as of Q4 2022.

Castle Wealth Management reported no remaining Unisys position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 500 Unisys shares in Q4 2022, an estimated $4K.
Castle Wealth Management first reported a position in Unisys in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Unisys position peaked at $6K in Q2 2022.
180 funds tracked by Wall St. Rank held Unisys as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.