HGERS
U icon

Householder Group Estate & Retirement Specialist’s Unity U Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		– Sell
-2,322
Closed -$94K – 1319
2023
Q4 		$94K Buy
2,322
+185
+9% +$5.7K 0.03% 345
2023
Q3 		$67.1K Buy
+2,137
New +$82.3K 0.02% 390
2023
Q1 		$5K Buy
151
+17
+13% +$547 ﹤0.01% 971
2022
Q4 		$3K Hold
134
– – ﹤0.01% 303
2022
Q3 		$4K Buy
+134
New +$5.51K ﹤0.01% 905

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's U Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Unity (U) in Q1 2024, closing a stake of 2,322 shares — an estimated $94K sold.

Householder Group Estate & Retirement Specialist first reported a position in U in Q3 2022 and held it in 5 quarters. The position peaked at $94K in Q4 2023. 473 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,322 Unity shares in Q1 2024, an estimated $94K.
  • Householder Group Estate & Retirement Specialist first reported a position in Unity in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Unity position peaked at $94K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.