Harbert Fund Advisors’s Unity U Stock Holding History

Harbert Fund Advisors’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
2025 Q1	–	Sell	-10,000	Closed	-$225K	–	101
2024 Q4	$225K	Buy	+10,000	New	+$222K	0.12%	91

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Harbert Fund Advisors's U Position: Q2 2025 in Review

Harbert Fund Advisors sold out of Unity (U) in Q2 2025, closing a stake of 57,500 shares — an estimated $1.13M sold.

Harbert Fund Advisors first reported a position in U in Q4 2024 and held it in 2 quarters. The position peaked at $1.13M in Q1 2025. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

Harbert Fund Advisors reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
Harbert Fund Advisors sold 57,500 Unity shares in Q2 2025, an estimated $1.13M.
Harbert Fund Advisors first reported a position in Unity in Q4 2024 and held it in 2 quarters.
Harbert Fund Advisors's Unity position peaked at $1.13M in Q1 2025.
444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Harbert Fund Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.