HL
U icon

HeadInvest LLC’s Unity U Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-115
Closed -$3.51K – 663
2023
Q3 		$3.51K Buy
+115
New +$4.43K ﹤0.01% 640

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

HeadInvest LLC's U Position: Q4 2023 in Review

HeadInvest LLC sold out of Unity (U) in Q4 2023, closing a stake of 115 shares — an estimated $3.51K sold.

HeadInvest LLC first reported a position in U in Q3 2023 and held it in 1 quarter. The position peaked at $3.51K in Q3 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

  • HeadInvest LLC reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 115 Unity shares in Q4 2023, an estimated $3.51K.
  • HeadInvest LLC first reported a position in Unity in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Unity position peaked at $3.51K in Q3 2023.
  • 529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.