Concourse Financial Group Securities’s Uniti Group UNIT Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-48	Closed	-$274	–	1944
2024 Q4	$274	Hold	48	–	–	﹤0.01%	2182
2024 Q3	$270	Hold	48	–	–	﹤0.01%	2177
2024 Q2	$140	Hold	48	–	–	﹤0.01%	2259
2024 Q1	$290	Hold	48	–	–	﹤0.01%	2250
2023 Q4	$284	Hold	48	–	–	﹤0.01%	2226
2023 Q3	$226	Hold	48	–	–	﹤0.01%	2247
2023 Q2	$221	Hold	48	–	–	﹤0.01%	2281
2023 Q1	$177	Hold	48	–	–	﹤0.01%	2316
2022 Q4	$265	Buy	+48	New	+$330	﹤0.01%	2254
2022 Q2	–	Sell	-138	Closed	-$1.59K	–	2313
2022 Q1	$2K	Sell	138 -40	-22%	-$506	﹤0.01%	2058
2021 Q4	$3K	Hold	178	–	–	﹤0.01%	2159
2021 Q3	$2K	Hold	178	–	–	﹤0.01%	2253
2021 Q2	$2K	Hold	178	–	–	﹤0.01%	2226
2021 Q1	$2K	Hold	178	–	–	﹤0.01%	2171
2020 Q4	$2K	Buy	178 +118	+197%	+$1.23K	﹤0.01%	2128
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	2121
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	2042
2020 Q1	$0	Hold	60	–	–	﹤0.01%	2322
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	2014
2019 Q3	$0	Sell	60 -400	-87%	-$3.32K	﹤0.01%	2142
2019 Q2	$4K	Sell	460 -135	-23%	-$1.48K	﹤0.01%	1835
2019 Q1	$6K	Buy	595 +125	+27%	+$1.83K	﹤0.01%	1699
2018 Q4	$7K	Buy	470 +315	+203%	+$5.92K	﹤0.01%	1552
2018 Q3	$3K	Buy	+155	New	+$3.07K	﹤0.01%	1524

Other funds holding UNIT

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concourse Financial Group Securities's UNIT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Uniti Group (UNIT) in Q1 2025, closing a stake of 48 shares — an estimated $274 sold.

Concourse Financial Group Securities first reported a position in UNIT in Q3 2018 and held it in 24 quarters. The position peaked at $7K in Q4 2018. 334 funds tracked by Wall St. Rank hold UNIT as of Q1 2025.

Concourse Financial Group Securities reported no remaining Uniti Group position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 48 Uniti Group shares in Q1 2025, an estimated $274.
Concourse Financial Group Securities first reported a position in Uniti Group in Q3 2018 and held it in 24 quarters.
Concourse Financial Group Securities's Uniti Group position peaked at $7K in Q4 2018.
334 funds tracked by Wall St. Rank held Uniti Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.