Family Management’s Uniti Group UNIT Stock Holding History

Family 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
2021 Q1	–	Sell	-47,608	Closed	-$558K	–	184
2020 Q4	$558K	Buy	+47,608	New	+$496K	0.19%	81

Other funds holding UNIT

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Family Management's UNIT Position: Q1 2021 in Review

Family Management sold out of Uniti Group (UNIT) in Q1 2021, closing a stake of 47,608 shares — an estimated $558K sold.

Family Management first reported a position in UNIT in Q4 2020 and held it in 1 quarter. The position peaked at $558K in Q4 2020. 283 funds tracked by Wall St. Rank hold UNIT as of Q1 2021.

Family Management reported no remaining Uniti Group position as of Q1 2021 after selling out during the quarter.
Family Management sold 47,608 Uniti Group shares in Q1 2021, an estimated $558K.
Family Management first reported a position in Uniti Group in Q4 2020 and held it in 1 quarter.
Family Management's Uniti Group position peaked at $558K in Q4 2020.
283 funds tracked by Wall St. Rank held Uniti Group as of Q1 2021.

Based on Family Management's 13F filing for Q1 2021, filed 14 May 2021.