FGAM
UNIT

Financial Gravity Asset Management’s Uniti Group UNIT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-60
Closed -$355 – 2385
2024
Q1 		$355 Buy
+60
New +$343 ﹤0.01% 1475
2019
Q4 		– Sell
-3
Closed – – 1702
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1565
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1675
2019
Q1 		$0 Buy
+3
New +$44 ﹤0.01% 1553
2018
Q3 		$0 Buy
3
+1
+50% +$20 ﹤0.01% 1628
2018
Q2 		$0 Hold
2
– – ﹤0.01% 1613
2018
Q1 		$0 Buy
+2
New +$32 ﹤0.01% 1507

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Financial Gravity Asset Management's UNIT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 60 shares — an estimated $355 sold.

Financial Gravity Asset Management first reported a position in UNIT in Q1 2018 and held it in 7 quarters. The position peaked at $355 in Q1 2024. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 60 Uniti Group shares in Q2 2024, an estimated $355.
  • Financial Gravity Asset Management first reported a position in Uniti Group in Q1 2018 and held it in 7 quarters.
  • Financial Gravity Asset Management's Uniti Group position peaked at $355 in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.