Gradient Investments’s Unity U Stock Holding History

Gradient Investments’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 Q3	–	Sell	-26	Closed	-$423	–	1215
2024 Q2	$423	Buy	26 +10	+63%	+$214	﹤0.01%	1204
2024 Q1	$427	Sell	16 -1	-6%	-$31	﹤0.01%	1041
2023 Q4	$695	Hold	17	–	–	﹤0.01%	1520
2023 Q3	$534	Hold	17	–	–	﹤0.01%	1541
2023 Q2	$738	Buy	17 +1	+6%	+$32	﹤0.01%	1453
2023 Q1	$519	Buy	+16	New	+$515	﹤0.01%	1280
2022 Q4	–	Sell	-9	Closed	–	–	1664
2022 Q3	$0	Buy	+9	New	+$370	﹤0.01%	1544

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's U Position: Q3 2024 in Review

Gradient Investments sold out of Unity (U) in Q3 2024, closing a stake of 26 shares — an estimated $423 sold.

Gradient Investments first reported a position in U in Q3 2022 and held it in 7 quarters. The position peaked at $738 in Q2 2023. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

Gradient Investments reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 26 Unity shares in Q3 2024, an estimated $423.
Gradient Investments first reported a position in Unity in Q3 2022 and held it in 7 quarters.
Gradient Investments's Unity position peaked at $738 in Q2 2023.
398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.