JWM
UNIT

Jeppson Wealth Management’s Uniti Group UNIT Stock Holding History

Jeppson Wealth Management’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-150
Closed -$2K – 429
2020
Q3 		$2K Buy
+150
New +$1.45K ﹤0.01% 486

Other funds holding UNIT

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jeppson Wealth Management's UNIT Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Uniti Group (UNIT) in Q4 2020, closing a stake of 150 shares — an estimated $2K sold.

Jeppson Wealth Management first reported a position in UNIT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 284 funds tracked by Wall St. Rank hold UNIT as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Uniti Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 150 Uniti Group shares in Q4 2020, an estimated $2K.
  • Jeppson Wealth Management first reported a position in Uniti Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Uniti Group position peaked at $2K in Q3 2020.
  • 284 funds tracked by Wall St. Rank held Uniti Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.