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Grace & Mercy Foundation’s Unity U Stock Holding History

Grace & Mercy Foundation’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
2024
Q4 		– Sell
-362,400
Closed -$8.2M – 18
2024
Q3 		$8.2M Hold
362,400
– – 1.87% 10
2024
Q2 		$5.89M Hold
362,400
– – 1.33% 11
2024
Q1 		$9.68M Hold
362,400
– – 2.46% 10
2023
Q4 		$14.8M Hold
362,400
– – 3.95% 9
2023
Q3 		$11.4M Hold
362,400
– – 3.45% 9
2023
Q2 		$15.7M Buy
362,400
+169,000
+87% +$5.41M 4.78% 8
2023
Q1 		$6.27M Hold
193,400
– – 2.26% 10
2022
Q4 		$5.53M Buy
+193,400
New +$6.06M 2.92% 9

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Grace & Mercy Foundation's U Position: Q4 2024 in Review

Grace & Mercy Foundation sold out of Unity (U) in Q4 2024, closing a stake of 362,400 shares — an estimated $8.2M sold.

Grace & Mercy Foundation first reported a position in U in Q4 2022 and held it in 8 quarters. The position peaked at $15.7M in Q2 2023. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Grace & Mercy Foundation reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Grace & Mercy Foundation sold 362,400 Unity shares in Q4 2024, an estimated $8.2M.
  • Grace & Mercy Foundation first reported a position in Unity in Q4 2022 and held it in 8 quarters.
  • Grace & Mercy Foundation's Unity position peaked at $15.7M in Q2 2023.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Grace & Mercy Foundation's 13F filing for Q4 2024, filed 14 Feb 2025.