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Evolutionary Tree Capital Management’s Unity U Stock Holding History

Evolutionary Tree Capital 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
2021
Q4 		– Sell
-18,064
Closed -$2.28M – 46
2021
Q3 		$2.28M Buy
18,064
+2,130
+13% +$252K 1.01% 35
2021
Q2 		$1.75M Buy
15,934
+397
+3% +$39K 0.81% 34
2021
Q1 		$1.56M Buy
15,537
+5,715
+58% +$704K 0.92% 33
2020
Q4 		$1.51M Buy
+9,822
New +$1.19M 1.15% 31

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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

Evolutionary Tree Capital Management's U Position: Q4 2021 in Review

Evolutionary Tree Capital Management sold out of Unity (U) in Q4 2021, closing a stake of 18,064 shares — an estimated $2.28M sold.

Evolutionary Tree Capital Management first reported a position in U in Q4 2020 and held it in 4 quarters. The position peaked at $2.28M in Q3 2021. 594 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • Evolutionary Tree Capital Management reported no remaining Unity position as of Q4 2021 after selling out during the quarter.
  • Evolutionary Tree Capital Management sold 18,064 Unity shares in Q4 2021, an estimated $2.28M.
  • Evolutionary Tree Capital Management first reported a position in Unity in Q4 2020 and held it in 4 quarters.
  • Evolutionary Tree Capital Management's Unity position peaked at $2.28M in Q3 2021.
  • 594 funds tracked by Wall St. Rank held Unity as of Q4 2021.

Based on Evolutionary Tree Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.