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Glassman Wealth Services’s Unisys UIS Stock Holding History

Glassman Wealth Services’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-47
Closed -$162 – 2079
2023
Q3 		$162 Hold
47
– – ﹤0.01% 1927
2023
Q2 		$187 Buy
+47
New +$187 ﹤0.01% 1822
2023
Q1 		– Sell
-137
Closed -$700 – 1990
2022
Q4 		$700 Buy
+137
New +$859 ﹤0.01% 1530

Other funds holding UIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return

Glassman Wealth Services's UIS Position: Q4 2023 in Review

Glassman Wealth Services sold out of Unisys (UIS) in Q4 2023, closing a stake of 47 shares — an estimated $162 sold.

Glassman Wealth Services first reported a position in UIS in Q4 2022 and held it in 3 quarters. The position peaked at $700 in Q4 2022. 150 funds tracked by Wall St. Rank hold UIS as of Q4 2023.

  • Glassman Wealth Services reported no remaining Unisys position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 47 Unisys shares in Q4 2023, an estimated $162.
  • Glassman Wealth Services first reported a position in Unisys in Q4 2022 and held it in 3 quarters.
  • Glassman Wealth Services's Unisys position peaked at $700 in Q4 2022.
  • 150 funds tracked by Wall St. Rank held Unisys as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.