CPG
UNIT

Cornerstone Planning Group’s Uniti Group UNIT Stock Holding History

Cornerstone Planning Group’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
2024
Q2 		– Sell
-296
Closed -$1.31K – 1342
2024
Q1 		$1.31K Buy
+296
New +$1.69K ﹤0.01% 731

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Cornerstone Planning Group's UNIT Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 296 shares — an estimated $1.31K sold.

Cornerstone Planning Group first reported a position in UNIT in Q1 2024 and held it in 1 quarter. The position peaked at $1.31K in Q1 2024. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 296 Uniti Group shares in Q2 2024, an estimated $1.31K.
  • Cornerstone Planning Group first reported a position in Uniti Group in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Uniti Group position peaked at $1.31K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.