Focused Wealth Management’s Uniti Group UNIT Stock Holding History

Focused 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
2024 Q1	–	Sell	-125	Closed	-$723	–	924
2023 Q4	$723	Hold	125	–	–	﹤0.01%	877
2023 Q3	$590	Hold	125	–	–	﹤0.01%	901
2023 Q2	$578	Buy	125 +25	+25%	+$94	﹤0.01%	938
2023 Q1	$355	Buy	100 +30	+43%	+$159	﹤0.01%	961
2022 Q4	$387	Hold	70	–	–	﹤0.01%	974
2022 Q3	$0	Hold	70	–	–	﹤0.01%	1065
2022 Q2	$1K	Buy	+70	New	+$809	﹤0.01%	882
2016 Q2	–	Sell	-95	Closed	-$2K	–	725
2016 Q1	$2K	Buy	95 +1	+1%	+$19	﹤0.01%	572
2015 Q4	$2K	Buy	94 +1	+1%	+$19	﹤0.01%	596
2015 Q3	$2K	Buy	93 +1	+1%	+$21	﹤0.01%	604
2015 Q2	$2K	Buy	+92	New	+$2.48K	﹤0.01%	592

Other funds holding UNIT

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

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

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

EIM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

SCP

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

Focused Wealth Management's UNIT Position: Q1 2024 in Review

Focused Wealth Management sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 125 shares — an estimated $723 sold.

Focused Wealth Management first reported a position in UNIT in Q2 2015 and held it in 11 quarters. The position peaked at $2K in Q1 2016. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

Focused Wealth Management reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 125 Uniti Group shares in Q1 2024, an estimated $723.
Focused Wealth Management first reported a position in Uniti Group in Q2 2015 and held it in 11 quarters.
Focused Wealth Management's Uniti Group position peaked at $2K in Q1 2016.
335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.