GWS
UNIT

Glassman Wealth Services’s Uniti Group UNIT Stock Holding History

Glassman Wealth Services’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
-484
Closed -$2.8K – 1729
2023
Q4 		$2.8K Hold
484
– – ﹤0.01% 1249
2023
Q3 		$2.28K Hold
484
– – ﹤0.01% 1289
2023
Q2 		$2.24K Buy
484
+150
+45% +$564 ﹤0.01% 1210
2023
Q1 		$1.19K Sell
334
-327
-49% -$1.73K ﹤0.01% 1378
2022
Q4 		$3.65K Buy
661
+531
+408% +$3.65K ﹤0.01% 1115
2022
Q3 		$1K Buy
130
+105
+420% +$975 ﹤0.01% 1552
2022
Q2 		$0 Buy
+25
New +$289 ﹤0.01% 2008
2022
Q1 		– Sell
-85
Closed -$1K – 1958
2021
Q4 		$1K Buy
+85
New +$1.13K ﹤0.01% 1523
2020
Q1 		– Sell
-33
Closed – – 1584
2019
Q4 		$0 Sell
33
-108
-77% -$781 ﹤0.01% 1498
2019
Q3 		$1K Buy
141
+101
+253% +$838 ﹤0.01% 937
2019
Q2 		$0 Buy
+40
New +$437 ﹤0.01% 1375
2019
Q1 		– Sell
-38
Closed -$1K – 1212
2018
Q4 		$1K Hold
38
– – ﹤0.01% 698
2018
Q3 		$1K Hold
38
– – ﹤0.01% 748
2018
Q2 		$1K Hold
38
– – ﹤0.01% 733
2018
Q1 		$1K Buy
+38
New +$611 ﹤0.01% 675

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
State Street
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Glassman Wealth Services's UNIT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 484 shares — an estimated $2.8K sold.

Glassman Wealth Services first reported a position in UNIT in Q1 2018 and held it in 15 quarters. The position peaked at $3.65K in Q4 2022. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 484 Uniti Group shares in Q1 2024, an estimated $2.8K.
  • Glassman Wealth Services first reported a position in Uniti Group in Q1 2018 and held it in 15 quarters.
  • Glassman Wealth Services's Uniti Group position peaked at $3.65K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.