IRF
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IBM Retirement Fund’s Unity U Stock Holding History

IBM Retirement Fund’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
-2,355
Closed -$234K – 438
2022
Q1 		$234K Sell
2,355
-123
-5% -$12.7K 0.03% 464
2021
Q4 		$354K Sell
2,478
-1,683
-40% -$257K 0.04% 376
2021
Q3 		$525K Hold
4,161
– – 0.04% 409
2021
Q2 		$457K Buy
+4,161
New +$409K 0.04% 460

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
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
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

IBM Retirement Fund's U Position: Q2 2022 in Review

IBM Retirement Fund sold out of Unity (U) in Q2 2022, closing a stake of 2,355 shares — an estimated $234K sold.

IBM Retirement Fund first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $525K in Q3 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • IBM Retirement Fund reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 2,355 Unity shares in Q2 2022, an estimated $234K.
  • IBM Retirement Fund first reported a position in Unity in Q2 2021 and held it in 4 quarters.
  • IBM Retirement Fund's Unity position peaked at $525K in Q3 2021.
  • 488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.