IIA
U icon

IPG Investment Advisors’s Unity U Stock Holding History

IPG Investment Advisors’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
-129,115
Closed -$5.28M – 218
2023
Q4 		$5.28M Sell
129,115
-188,105
-59% -$5.8M 1.06% 27
2023
Q3 		$9.96M Buy
317,220
+116,405
+58% +$4.48M 2.19% 17
2023
Q2 		$8.72M Sell
200,815
-43,235
-18% -$1.38M 1.9% 18
2023
Q1 		$7.92M Sell
244,050
-28,285
-10% -$910K 1.81% 17
2022
Q4 		$7.79M Buy
+272,335
New +$8.53M 2.17% 16
2021
Q4 		– Sell
-1,775
Closed -$224K – 236
2021
Q3 		$224K Buy
+1,775
New +$210K 0.07% 103

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

IPG Investment Advisors's U Position: Q1 2024 in Review

IPG Investment Advisors sold out of Unity (U) in Q1 2024, closing a stake of 129,115 shares — an estimated $5.28M sold.

IPG Investment Advisors first reported a position in U in Q3 2021 and held it in 6 quarters. The position peaked at $9.96M in Q3 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • IPG Investment Advisors reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 129,115 Unity shares in Q1 2024, an estimated $5.28M.
  • IPG Investment Advisors first reported a position in Unity in Q3 2021 and held it in 6 quarters.
  • IPG Investment Advisors's Unity position peaked at $9.96M in Q3 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.