Center for Financial Planning’s Unisys UIS Stock Holding History

Center for Financial Planning’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
2023 Q2	–	Sell	-20	Closed	-$78	–	587
2023 Q1	$78	Buy	+20	New	+$97	﹤0.01%	529

Other funds holding UIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PCM

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Center for Financial Planning's UIS Position: Q2 2023 in Review

Center for Financial Planning sold out of Unisys (UIS) in Q2 2023, closing a stake of 20 shares — an estimated $78 sold.

Center for Financial Planning first reported a position in UIS in Q1 2023 and held it in 1 quarter. The position peaked at $78 in Q1 2023. 146 funds tracked by Wall St. Rank hold UIS as of Q2 2023.

Center for Financial Planning reported no remaining Unisys position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 20 Unisys shares in Q2 2023, an estimated $78.
Center for Financial Planning first reported a position in Unisys in Q1 2023 and held it in 1 quarter.
Center for Financial Planning's Unisys position peaked at $78 in Q1 2023.
146 funds tracked by Wall St. Rank held Unisys as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.