Evermay Wealth Management’s Uniti Group UNIT Stock Holding History

Evermay Wealth Management’s Portfolio UNIT Stock Details UNIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11	Closed	-$68	–	593
2025 Q3	$68	Sell	11 -8	-42%	-$48	﹤0.01%	549
2025 Q2	$83	Sell	19 -52	-73%	-$233	﹤0.01%	561
2025 Q1	$358	Hold	71	–	–	﹤0.01%	550
2024 Q4	$391	Hold	71	–	–	﹤0.01%	542
2024 Q3	$401	Hold	71	–	–	﹤0.01%	570
2024 Q2	$208	Hold	71	–	–	﹤0.01%	587
2024 Q1	$419	Hold	71	–	–	﹤0.01%	580
2023 Q4	$411	Hold	71	–	–	﹤0.01%	583
2023 Q3	$336	Hold	71	–	–	﹤0.01%	544
2023 Q2	$329	Hold	71	–	–	﹤0.01%	534
2023 Q1	$253	Hold	71	–	–	﹤0.01%	518
2022 Q4	$393	Hold	71	–	–	﹤0.01%	532
2022 Q3	$0	Hold	71	–	–	﹤0.01%	560
2022 Q2	$1K	Hold	71	–	–	﹤0.01%	502
2022 Q1	$1K	Hold	71	–	–	﹤0.01%	511
2021 Q4	$1K	Hold	71	–	–	﹤0.01%	498
2021 Q3	$1K	Hold	71	–	–	﹤0.01%	442
2021 Q2	$1K	Buy	+71	New	+$770	﹤0.01%	495

Other funds holding UNIT

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return