FIM
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Freedom Investment Management’s Unity U Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-7,176
Closed -$205K – 796
2022
Q4 		$205K Buy
+7,176
New +$225K 0.02% 655
2022
Q1 		– Sell
-2,970
Closed -$425K – 945
2021
Q4 		$425K Buy
+2,970
New +$454K 0.03% 578

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Freedom Investment Management's U Position: Q1 2023 in Review

Freedom Investment Management sold out of Unity (U) in Q1 2023, closing a stake of 7,176 shares — an estimated $205K sold.

Freedom Investment Management first reported a position in U in Q4 2021 and held it in 2 quarters. The position peaked at $425K in Q4 2021. 461 funds tracked by Wall St. Rank hold U as of Q1 2023.

  • Freedom Investment Management reported no remaining Unity position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 7,176 Unity shares in Q1 2023, an estimated $205K.
  • Freedom Investment Management first reported a position in Unity in Q4 2021 and held it in 2 quarters.
  • Freedom Investment Management's Unity position peaked at $425K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Unity as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.