Disciplined Investments’s Unity U Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-7	Closed	-$304	–	1443
2023 Q2	$304	Buy	+7	New	+$224	﹤0.01%	1394
2021 Q1	–	Sell	-8	Closed	-$1K	–	415
2020 Q4	$1K	Buy	+8	New	+$972	﹤0.01%	308

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

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

SXM

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

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 Oslo, Norway $935B AUM

Disciplined Investments's U Position: Q3 2023 in Review

Disciplined Investments sold out of Unity (U) in Q3 2023, closing a stake of 7 shares — an estimated $304 sold.

Disciplined Investments first reported a position in U in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

Disciplined Investments reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 7 Unity shares in Q3 2023, an estimated $304.
Disciplined Investments first reported a position in Unity in Q4 2020 and held it in 2 quarters.
Disciplined Investments's Unity position peaked at $1K in Q4 2020.
499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.