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Horan Securities’s Unity U Stock Holding History

Horan Securities’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
Q3 		– Sell
-3
Closed -$143 – 625
2023
Q2 		$143 Hold
3
– – ﹤0.01% 703
2023
Q1 		$107 Hold
3
– – ﹤0.01% 722
2022
Q4 		$94 Hold
3
– – ﹤0.01% 771
2022
Q3 		$0 Sell
3
-60
-95% -$2.47K ﹤0.01% 794
2022
Q2 		$2K Buy
63
+60
+2,000% +$3.41K ﹤0.01% 580
2022
Q1 		$0 Hold
3
– – ﹤0.01% 554
2021
Q4 		$0 Buy
+3
New +$458 ﹤0.01% 541

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Horan Securities's U Position: Q3 2023 in Review

Horan Securities sold out of Unity (U) in Q3 2023, closing a stake of 3 shares — an estimated $143 sold.

Horan Securities first reported a position in U in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

  • Horan Securities reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 3 Unity shares in Q3 2023, an estimated $143.
  • Horan Securities first reported a position in Unity in Q4 2021 and held it in 7 quarters.
  • Horan Securities's Unity position peaked at $2K in Q2 2022.
  • 499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.