Cypress Point Wealth Management’s Unity U Stock Holding History

Cypress Point Wealth 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
2023 Q4	–	Sell	-21,500	Closed	-$675K	–	59
2023 Q3	$675K	Hold	21,500	–	–	0.59%	35
2023 Q2	$934K	Hold	21,500	–	–	0.99%	24
2023 Q1	$697K	Sell	21,500 -31,623	-60%	-$1.02M	0.98%	24
2022 Q4	$1.52M	Hold	53,123	–	–	2.38%	14
2022 Q3	$1.69M	Hold	53,123	–	–	3.14%	10
2022 Q2	$1.96M	Hold	53,123	–	–	3.43%	7
2022 Q1	$5.27M	Hold	53,123	–	–	5.35%	3
2021 Q4	$7.6M	Sell	53,123 -34,000	-39%	-$5.2M	7.04%	4
2021 Q3	$11M	Hold	87,123	–	–	7.85%	3
2021 Q2	$9.57M	Hold	87,123	–	–	6.8%	2
2021 Q1	$8.74M	Buy	+87,123	New	+$10.7M	9.1%	2

Other funds holding U

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return