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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

SXM

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

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Cypress Point Wealth Management's U Position: Q4 2023 in Review

Cypress Point Wealth Management sold out of Unity (U) in Q4 2023, closing a stake of 21,500 shares — an estimated $675K sold.

Cypress Point Wealth Management first reported a position in U in Q1 2021 and held it in 11 quarters. The position peaked at $11M in Q3 2021. 530 funds tracked by Wall St. Rank hold U as of Q4 2023.

Cypress Point Wealth Management reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Cypress Point Wealth Management sold 21,500 Unity shares in Q4 2023, an estimated $675K.
Cypress Point Wealth Management first reported a position in Unity in Q1 2021 and held it in 11 quarters.
Cypress Point Wealth Management's Unity position peaked at $11M in Q3 2021.
530 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Cypress Point Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.