CAS
UNIT

Coppell Advisory Solutions’s Uniti Group UNIT Stock Holding History

Coppell Advisory Solutions’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
Q4 		$3.82K Buy
+661
New +$3.35K ﹤0.01% 1168
2023
Q3 		– Sell
-661
Closed -$3.1K – 1555
2023
Q2 		$3.1K Buy
+661
New +$2.48K ﹤0.01% 946

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Coppell Advisory Solutions's UNIT Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Uniti Group (UNIT) in Q4 2023: 661 shares worth $3.82K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UNIT as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in UNIT in Q2 2023 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold UNIT as of Q4 2023.

  • Coppell Advisory Solutions held 661 shares of Uniti Group worth $3.82K as of Q4 2023.
  • Uniti Group was a new Coppell Advisory Solutions position in Q4 2023.
  • Uniti Group made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1168 holding.
  • Coppell Advisory Solutions first reported a position in Uniti Group in Q2 2023 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Uniti Group as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.