GSEP
U icon

Golden State Equity Partners’s Unity U Stock Holding History

Golden State Equity Partners’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
2021
Q4 		– Sell
-2,255
Closed -$285K – 256
2021
Q3 		$285K Sell
2,255
-1,000
-31% -$118K 0.12% 178
2021
Q2 		$357K Buy
+3,255
New +$320K 0.14% 157
2021
Q1 		– Sell
-3,060
Closed -$470K – 216
2020
Q4 		$470K Buy
+3,060
New +$372K 0.32% 84

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Golden State Equity Partners's U Position: Q4 2021 in Review

Golden State Equity Partners sold out of Unity (U) in Q4 2021, closing a stake of 2,255 shares — an estimated $285K sold.

Golden State Equity Partners first reported a position in U in Q4 2020 and held it in 3 quarters. The position peaked at $470K in Q4 2020. 594 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • Golden State Equity Partners reported no remaining Unity position as of Q4 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 2,255 Unity shares in Q4 2021, an estimated $285K.
  • Golden State Equity Partners first reported a position in Unity in Q4 2020 and held it in 3 quarters.
  • Golden State Equity Partners's Unity position peaked at $470K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held Unity as of Q4 2021.

Based on Golden State Equity Partners's 13F filing for Q4 2021, filed 11 Feb 2022.