Joseph P. Lucia & Associates’s Uniti Group UNIT Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q4	–	Sell	-89	Closed	-$1K	–	520
2021 Q3	$1K	Hold	89	–	–	﹤0.01%	561
2021 Q2	$1K	Hold	89	–	–	﹤0.01%	555
2021 Q1	$1K	Hold	89	–	–	﹤0.01%	550
2020 Q4	$1K	Buy	+89	New	+$927	﹤0.01%	471
2020 Q3	–	Sell	-89	Closed	-$1K	–	422
2020 Q2	$1K	Hold	89	–	–	﹤0.01%	461
2020 Q1	$1K	Hold	89	–	–	﹤0.01%	429
2019 Q4	$1K	Hold	89	–	–	﹤0.01%	433
2019 Q3	$1K	Hold	89	–	–	﹤0.01%	437
2019 Q2	$1K	Sell	89 -991	-92%	-$10.8K	﹤0.01%	432
2019 Q1	$89	Buy	+1,080	New	+$15.8K	0.01%	273

Other funds holding UNIT

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Joseph P. Lucia & Associates's UNIT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Uniti Group (UNIT) in Q4 2021, closing a stake of 89 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in UNIT in Q1 2019 and held it in 10 quarters. The position peaked at $1K in Q3 2021. 284 funds tracked by Wall St. Rank hold UNIT as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Uniti Group position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 89 Uniti Group shares in Q4 2021, an estimated $1K.
Joseph P. Lucia & Associates first reported a position in Uniti Group in Q1 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Uniti Group position peaked at $1K in Q3 2021.
284 funds tracked by Wall St. Rank held Uniti Group as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.