EWM
U icon

Executive Wealth Management’s Unity U Stock Holding History

Executive 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
2024
Q1 		– Sell
-45,937
Closed -$1.88M – 256
2023
Q4 		$1.88M Buy
45,937
+10,783
+31% +$332K 0.18% 105
2023
Q3 		$1.1M Buy
35,154
+214
+0.6% +$8.24K 0.11% 119
2023
Q2 		$1.52M Buy
+34,940
New +$1.12M 0.16% 104

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
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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Executive Wealth Management's U Position: Q1 2024 in Review

Executive Wealth Management sold out of Unity (U) in Q1 2024, closing a stake of 45,937 shares — an estimated $1.88M sold.

Executive Wealth Management first reported a position in U in Q2 2023 and held it in 3 quarters. The position peaked at $1.88M in Q4 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Executive Wealth Management reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Executive Wealth Management sold 45,937 Unity shares in Q1 2024, an estimated $1.88M.
  • Executive Wealth Management first reported a position in Unity in Q2 2023 and held it in 3 quarters.
  • Executive Wealth Management's Unity position peaked at $1.88M in Q4 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Executive Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.