Jones Financial Companies
UNIT

Jones Financial Companies’s Uniti Group UNIT Stock Holding History

Jones Financial Companies’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
2026
Q1 		$18.8K Buy
2,389
+936
+64% +$7.34K ﹤0.01% 3319
2025
Q4 		$10.2K Buy
1,453
+1,044
+255% +$6.61K ﹤0.01% 3211
2025
Q3 		$2.53K Sell
409
-13,753
-97% -$82.3K ﹤0.01% 3609
2025
Q2 		$61.2K Buy
14,162
+13,962
+6,981% +$62.7K ﹤0.01% 2141
2025
Q1 		$986 Sell
200
-701
-78% -$3.78K ﹤0.01% 3405
2024
Q4 		$4.96K Buy
901
+701
+351% +$3.98K ﹤0.01% 2756
2024
Q3 		$1.17K Hold
200
– – ﹤0.01% 2783
2024
Q2 		$584 Buy
+200
New +$838 ﹤0.01% 2332
2022
Q3 		– Sell
-15
Closed – – 737
2022
Q2 		$0 Sell
15
-39
-72% -$451 ﹤0.01% 842
2022
Q1 		$1K Buy
+54
New +$684 ﹤0.01% 678
2021
Q2 		– Sell
-115
Closed -$1K – 787
2021
Q1 		$1K Hold
115
– – ﹤0.01% 773
2020
Q4 		$1K Buy
+115
New +$1.2K ﹤0.01% 668

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return