Institutional & Family Asset Management’s Unity U Stock Holding History

Institutional & Family Asset Management’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 Q4	–	Sell	-151	Closed	-$4.74K	–	751
2023 Q3	$4.74K	Hold	151	–	–	﹤0.01%	472
2023 Q2	$6.56K	Sell	151 -4	-3%	-$128	﹤0.01%	434
2023 Q1	$5.03K	Buy	155 +43	+38%	+$1.38K	﹤0.01%	476
2022 Q4	$3.2K	Hold	112	–	–	﹤0.01%	521
2022 Q3	$4K	Sell	112 -47	-30%	-$1.93K	﹤0.01%	520
2022 Q2	$6K	Hold	159	–	–	﹤0.01%	472
2022 Q1	$16K	Buy	+159	New	+$16.5K	﹤0.01%	386

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Institutional & Family Asset Management's U Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Unity (U) in Q4 2023, closing a stake of 151 shares — an estimated $4.74K sold.

Institutional & Family Asset Management first reported a position in U in Q1 2022 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

Institutional & Family Asset Management reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 151 Unity shares in Q4 2023, an estimated $4.74K.
Institutional & Family Asset Management first reported a position in Unity in Q1 2022 and held it in 7 quarters.
Institutional & Family Asset Management's Unity position peaked at $16K in Q1 2022.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.