HWG Holdings’s Unity U Stock Holding History

HWG Holdings’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 Q1	$35K	Hold	351	–	–	0.02%	95
2021 Q4	$50K	Buy	+351	New	+$53.6K	0.02%	76

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

HWG Holdings's U Position: Q1 2022 in Review

HWG Holdings held its Unity (U) position steady in Q1 2022 at 351 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #95.

HWG Holdings first reported a position in U in Q4 2021 and has held it in 2 quarters since. The position peaked at $50K in Q4 2021. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

HWG Holdings held 351 shares of Unity worth $35K as of Q1 2022.
HWG Holdings left its Unity share count unchanged in Q1 2022.
Unity made up 0.02% of HWG Holdings's portfolio in Q1 2022, its #95 holding.
HWG Holdings first reported a position in Unity in Q4 2021 and has held it in 2 quarters since.
HWG Holdings's Unity position peaked at $50K in Q4 2021.
579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on HWG Holdings's 13F filing for Q1 2022, filed 26 Apr 2022.