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Creekmur Asset Management’s Unity U Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-3
Closed -$49 – 1123
2024
Q2 		$49 Buy
+3
New +$64 ﹤0.01% 990
2024
Q1 		– Sell
-100
Closed -$4.09K – 914
2023
Q4 		$4.09K Buy
+100
New +$3.08K ﹤0.01% 617

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creekmur Asset Management's U Position: Q3 2024 in Review

Creekmur Asset Management sold out of Unity (U) in Q3 2024, closing a stake of 3 shares — an estimated $49 sold.

Creekmur Asset Management first reported a position in U in Q4 2023 and held it in 2 quarters. The position peaked at $4.09K in Q4 2023. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Creekmur Asset Management reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 3 Unity shares in Q3 2024, an estimated $49.
  • Creekmur Asset Management first reported a position in Unity in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's Unity position peaked at $4.09K in Q4 2023.
  • 398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.