GM
UNIT

GeoWealth Management’s Uniti Group UNIT Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-2,808
Closed -$15.4K – 1754
2024
Q4 		$15.4K Buy
2,808
+2,575
+1,105% +$14.6K ﹤0.01% 1431
2024
Q3 		$1.31K Buy
+233
New +$995 ﹤0.01% 1582

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GeoWealth Management's UNIT Position: Q1 2025 in Review

GeoWealth Management sold out of Uniti Group (UNIT) in Q1 2025, closing a stake of 2,808 shares — an estimated $15.4K sold.

GeoWealth Management first reported a position in UNIT in Q3 2024 and held it in 2 quarters. The position peaked at $15.4K in Q4 2024. 334 funds tracked by Wall St. Rank hold UNIT as of Q1 2025.

  • GeoWealth Management reported no remaining Uniti Group position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,808 Uniti Group shares in Q1 2025, an estimated $15.4K.
  • GeoWealth Management first reported a position in Uniti Group in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Uniti Group position peaked at $15.4K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Uniti Group as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.