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Deane Retirement Strategies’s Unity U Stock Holding History

Deane Retirement Strategies’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
2022
Q3 		– Sell
-23,231
Closed -$871K – 65
2022
Q2 		$871K Buy
+23,231
New +$1.32M 0.54% 36
2022
Q1 		– Sell
-24,169
Closed -$3.46M – 64
2021
Q4 		$3.46M Buy
24,169
+253
+1% +$38.7K 1.83% 18
2021
Q3 		$3.02M Buy
+23,916
New +$2.83M 1.69% 21
2021
Q1 		– Sell
-11,527
Closed -$1.77M – 83
2020
Q4 		$1.77M Buy
+11,527
New +$1.4M 1.08% 28

Other funds holding U

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Deane Retirement Strategies's U Position: Q3 2022 in Review

Deane Retirement Strategies sold out of Unity (U) in Q3 2022, closing a stake of 23,231 shares — an estimated $871K sold.

Deane Retirement Strategies first reported a position in U in Q4 2020 and held it in 4 quarters. The position peaked at $3.46M in Q4 2021. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • Deane Retirement Strategies reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
  • Deane Retirement Strategies sold 23,231 Unity shares in Q3 2022, an estimated $871K.
  • Deane Retirement Strategies first reported a position in Unity in Q4 2020 and held it in 4 quarters.
  • Deane Retirement Strategies's Unity position peaked at $3.46M in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Deane Retirement Strategies's 13F filing for Q3 2022, filed 11 Oct 2022.