Harvest Investment Services’s Unity U Stock Holding History

Harvest Investment Services’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	-27,755	Closed	-$628K	–	320
2024 Q3	$628K	Buy	+27,755	New	+$479K	0.2%	125

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Harvest Investment Services's U Position: Q4 2024 in Review

Harvest Investment Services sold out of Unity (U) in Q4 2024, closing a stake of 27,755 shares — an estimated $628K sold.

Harvest Investment Services first reported a position in U in Q3 2024 and held it in 1 quarter. The position peaked at $628K in Q3 2024. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

Harvest Investment Services reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
Harvest Investment Services sold 27,755 Unity shares in Q4 2024, an estimated $628K.
Harvest Investment Services first reported a position in Unity in Q3 2024 and held it in 1 quarter.
Harvest Investment Services's Unity position peaked at $628K in Q3 2024.
410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Harvest Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.