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Independent Financial Group’s Unity U Stock Holding History

Independent Financial Group’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
-8,450
Closed -$346K – 1058
2023
Q4 		$346K Sell
8,450
-675
-7% -$20.8K 0.02% 666
2023
Q3 		$286K Sell
9,125
-7,736
-46% -$298K 0.02% 678
2023
Q2 		$732K Buy
16,861
+10,231
+154% +$328K 0.05% 385
2023
Q1 		$215K Buy
+6,630
New +$213K 0.02% 747
2022
Q2 		– Sell
-8,647
Closed -$858K – 813
2022
Q1 		$858K Sell
8,647
-1,350
-14% -$140K 0.07% 298
2021
Q4 		$1.43M Buy
9,997
+1,633
+20% +$250K 0.12% 175
2021
Q3 		$1.06M Buy
8,364
+4,216
+102% +$499K 0.11% 201
2021
Q2 		$456K Buy
4,148
+848
+26% +$83.3K 0.05% 394
2021
Q1 		$331K Buy
+3,300
New +$406K 0.04% 440

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 $154B AUM 29.96% 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

Independent Financial Group's U Position: Q1 2024 in Review

Independent Financial Group sold out of Unity (U) in Q1 2024, closing a stake of 8,450 shares — an estimated $346K sold.

Independent Financial Group first reported a position in U in Q1 2021 and held it in 9 quarters. The position peaked at $1.43M in Q4 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Independent Financial Group reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 8,450 Unity shares in Q1 2024, an estimated $346K.
  • Independent Financial Group first reported a position in Unity in Q1 2021 and held it in 9 quarters.
  • Independent Financial Group's Unity position peaked at $1.43M in Q4 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.