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Colonial Trust Advisors’s Unity U Stock Holding History

Colonial Trust Advisors’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
2024
Q4 		– Sell
-79
Closed -$1.79K – 781
2024
Q3 		$1.79K Hold
79
– – ﹤0.01% 687
2024
Q2 		$1.28K Hold
79
– – ﹤0.01% 697
2024
Q1 		$2.11K Hold
79
– – ﹤0.01% 798
2023
Q4 		$3.23K Hold
79
– – ﹤0.01% 653
2023
Q3 		$2.48K Hold
79
– – ﹤0.01% 693
2023
Q2 		$3.43K Hold
79
– – ﹤0.01% 682
2023
Q1 		$2.56K Hold
79
– – ﹤0.01% 699
2022
Q4 		$2.26K Buy
+79
New +$2.48K ﹤0.01% 707

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Colonial Trust Advisors's U Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Unity (U) in Q4 2024, closing a stake of 79 shares — an estimated $1.79K sold.

Colonial Trust Advisors first reported a position in U in Q4 2022 and held it in 8 quarters. The position peaked at $3.43K in Q2 2023. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 79 Unity shares in Q4 2024, an estimated $1.79K.
  • Colonial Trust Advisors first reported a position in Unity in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's Unity position peaked at $3.43K in Q2 2023.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.