Jump Financial’s UNIFI UFI Stock Holding History

Jump Financial’s Portfolio UFI Stock Details UFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,300	Closed	-$158K	–	2271
2023 Q3	$158K	Sell	22,300 -3,807	-15%	-$28.3K	0.01%	1597
2023 Q2	$211K	Buy	26,107 +3,207	+14%	+$25.1K	0.01%	1499
2023 Q1	$187K	Buy	+22,900	New	+$204K	0.01%	1336
2022 Q4	–	Sell	-15,800	Closed	-$150K	–	2038
2022 Q3	$150K	Buy	+15,800	New	+$197K	0.01%	1398
2021 Q4	–	Sell	-9,700	Closed	-$213K	–	1732
2021 Q3	$213K	Buy	+9,700	New	+$221K	0.02%	842

Other funds holding UFI

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Jump Financial's UFI Position: Q4 2023 in Review

Jump Financial sold out of UNIFI (UFI) in Q4 2023, closing a stake of 22,300 shares — an estimated $158K sold.

Jump Financial first reported a position in UFI in Q3 2021 and held it in 5 quarters. The position peaked at $213K in Q3 2021. 70 funds tracked by Wall St. Rank hold UFI as of Q4 2023.

Jump Financial reported no remaining UNIFI position as of Q4 2023 after selling out during the quarter.
Jump Financial sold 22,300 UNIFI shares in Q4 2023, an estimated $158K.
Jump Financial first reported a position in UNIFI in Q3 2021 and held it in 5 quarters.
Jump Financial's UNIFI position peaked at $213K in Q3 2021.
70 funds tracked by Wall St. Rank held UNIFI as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.