Ford Foundation’s Unity U Stock Holding History

Ford Foundation’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
2022 Q3	–	Sell	-45,750	Closed	-$1.69M	–	15
2022 Q2	$1.69M	Sell	45,750 -45,749	-50%	-$2.6M	10.14%	4
2022 Q1	$9.08M	Sell	91,499 -45,742	-33%	-$4.74M	13.09%	2
2021 Q4	$19.6M	Buy	+137,241	New	+$21M	14.03%	2

Other funds holding U

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Ford Foundation's U Position: Q3 2022 in Review

Ford Foundation sold out of Unity (U) in Q3 2022, closing a stake of 45,750 shares — an estimated $1.69M sold.

Ford Foundation first reported a position in U in Q4 2021 and held it in 3 quarters. The position peaked at $19.6M in Q4 2021. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

Ford Foundation reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
Ford Foundation sold 45,750 Unity shares in Q3 2022, an estimated $1.69M.
Ford Foundation first reported a position in Unity in Q4 2021 and held it in 3 quarters.
Ford Foundation's Unity position peaked at $19.6M in Q4 2021.
473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Ford Foundation's 13F filing for Q3 2022.