Gradient Investments’s Uniti Group UNIT Stock Holding History

Gradient Investments’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	-64	Closed	-$370	–	1806
2023 Q4	$370	Hold	64	–	–	﹤0.01%	1644
2023 Q3	$302	Sell	64 -550	-90%	-$2.82K	﹤0.01%	1631
2023 Q2	$2.84K	Hold	614	–	–	﹤0.01%	1078
2023 Q1	$2.18K	Sell	614 -2,938	-83%	-$15.6K	﹤0.01%	1094
2022 Q4	$19.6K	Buy	3,552 +3,488	+5,450%	+$23.9K	﹤0.01%	693
2022 Q3	$0	Hold	64	–	–	﹤0.01%	1545
2022 Q2	$1K	Hold	64	–	–	﹤0.01%	1177
2022 Q1	$1K	Hold	64	–	–	﹤0.01%	1140
2021 Q4	$1K	Hold	64	–	–	﹤0.01%	1194
2021 Q3	$1K	Hold	64	–	–	﹤0.01%	1113
2021 Q2	$1K	Hold	64	–	–	﹤0.01%	1115
2021 Q1	$1K	Buy	64 +4	+7%	+$48	﹤0.01%	1118
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	1096
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	1101
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	1011
2020 Q1	$0	Hold	60	–	–	﹤0.01%	1246
2019 Q4	$0	Hold	60	–	–	﹤0.01%	1238
2019 Q3	$0	Hold	60	–	–	﹤0.01%	1238
2019 Q2	$1K	Buy	+60	New	+$655	﹤0.01%	980
2019 Q1	–	Sell	-419	Closed	-$7K	–	1007
2018 Q4	$7K	Hold	419	–	–	﹤0.01%	662
2018 Q3	$8K	Hold	419	–	–	﹤0.01%	668
2018 Q2	$8K	Hold	419	–	–	﹤0.01%	654
2018 Q1	$7K	Hold	419	–	–	﹤0.01%	685
2017 Q4	$7K	Buy	+419	New	+$6.91K	﹤0.01%	656
2017 Q3	–	Sell	-94	Closed	-$2K	–	682
2017 Q2	$2K	Buy	+94	New	+$2.43K	﹤0.01%	699
2016 Q4	–	Sell	-40	Closed	-$1K	–	792
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	674
2016 Q2	$1K	Buy	+40	New	+$992	﹤0.01%	679

Other funds holding UNIT

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

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

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gradient Investments's UNIT Position: Q1 2024 in Review

Gradient Investments sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 64 shares — an estimated $370 sold.

Gradient Investments first reported a position in UNIT in Q2 2016 and held it in 27 quarters. The position peaked at $19.6K in Q4 2022. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

Gradient Investments reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 64 Uniti Group shares in Q1 2024, an estimated $370.
Gradient Investments first reported a position in Uniti Group in Q2 2016 and held it in 27 quarters.
Gradient Investments's Uniti Group position peaked at $19.6K in Q4 2022.
335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.