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Kelly Financial Services’s Unity U Stock Holding History

Kelly Financial Services’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
Q2 		– Sell
-50
Closed -$1.33K – 822
2024
Q1 		$1.33K Sell
50
-925
-95% -$29.1K ﹤0.01% 644
2023
Q4 		$39.9K Buy
975
+341
+54% +$10.5K 0.02% 229
2023
Q3 		$19.9K Sell
634
-54
-8% -$2.08K 0.01% 281
2023
Q2 		$29.9K Buy
688
+51
+8% +$1.63K 0.01% 244
2023
Q1 		$20.7K Sell
637
-41
-6% -$1.32K 0.01% 275
2022
Q4 		$19.4K Buy
678
+177
+35% +$5.54K 0.01% 269
2022
Q3 		$16K Buy
501
+80
+19% +$3.29K 0.01% 278
2022
Q2 		$15.5K Buy
421
+177
+73% +$10.1K 0.01% 279
2022
Q1 		$24.2K Sell
244
-25
-9% -$2.59K 0.01% 254
2021
Q4 		$38.5K Buy
269
+118
+78% +$18K 0.02% 211
2021
Q3 		$19.1K Sell
151
-13,138
-99% -$1.56M 0.01% 267
2021
Q2 		$121K Buy
13,289
+13,271
+73,728% +$1.3M ﹤0.01% 356
2021
Q1 		$1.81K Buy
+18
New +$2.22K ﹤0.01% 510

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Kelly Financial Services's U Position: Q2 2024 in Review

Kelly Financial Services sold out of Unity (U) in Q2 2024, closing a stake of 50 shares — an estimated $1.33K sold.

Kelly Financial Services first reported a position in U in Q1 2021 and held it in 13 quarters. The position peaked at $121K in Q2 2021. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Kelly Financial Services reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 50 Unity shares in Q2 2024, an estimated $1.33K.
  • Kelly Financial Services first reported a position in Unity in Q1 2021 and held it in 13 quarters.
  • Kelly Financial Services's Unity position peaked at $121K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.