Herold Advisors’s Unity U Stock Holding History

Herold 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
2022 Q2	–	Sell	-1,000	Closed	-$99.2K	–	642
2022 Q1	$99.2K	Buy	+1,000	New	+$104K	0.04%	269
2021 Q4	–	Sell	-1,750	Closed	-$220K	–	617
2021 Q3	$220K	Buy	+1,750	New	+$207K	0.09%	186

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Herold Advisors's U Position: Q2 2022 in Review

Herold Advisors sold out of Unity (U) in Q2 2022, closing a stake of 1,000 shares — an estimated $99.2K sold.

Herold Advisors first reported a position in U in Q3 2021 and held it in 2 quarters. The position peaked at $220K in Q3 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Herold Advisors reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Unity shares in Q2 2022, an estimated $99.2K.
Herold Advisors first reported a position in Unity in Q3 2021 and held it in 2 quarters.
Herold Advisors's Unity position peaked at $220K in Q3 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.