Kelly Financial Services’s Uniti Group UNIT Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-285	Closed	-$832	–	717
2024 Q2	$832	Hold	285	–	–	﹤0.01%	667
2024 Q1	$1.68K	Hold	285	–	–	﹤0.01%	621
2023 Q4	$1.65K	Hold	285	–	–	﹤0.01%	601
2023 Q3	$1.34K	Hold	285	–	–	﹤0.01%	589
2023 Q2	$1.32K	Hold	285	–	–	﹤0.01%	580
2023 Q1	$1.01K	Hold	285	–	–	﹤0.01%	589
2022 Q4	$1.58K	Hold	285	–	–	﹤0.01%	525
2022 Q3	$1.98K	Hold	285	–	–	﹤0.01%	509
2022 Q2	$2.69K	Hold	285	–	–	﹤0.01%	472
2022 Q1	$3.92K	Hold	285	–	–	﹤0.01%	461
2021 Q4	$3.99K	Hold	285	–	–	﹤0.01%	472
2021 Q3	$3.52K	Sell	285 -2,733	-91%	-$33.3K	﹤0.01%	465
2021 Q2	$285K	Buy	3,018 +2,733	+959%	+$29.6K	0.01%	256
2021 Q1	$3.14K	Hold	285	–	–	﹤0.01%	458
2020 Q4	$3.34K	Hold	285	–	–	﹤0.01%	418
2020 Q3	$3K	Sell	285 -64	-18%	-$620	﹤0.01%	395
2020 Q2	$3.26K	Buy	349 +2	+0.6%	+$15	﹤0.01%	379
2020 Q1	$2.09K	Buy	347 +2	+0.6%	+$16	﹤0.01%	384
2019 Q4	$2.84K	Hold	345	–	–	﹤0.01%	372
2019 Q3	$2.68K	Buy	345 +60	+21%	+$498	﹤0.01%	368
2019 Q2	$2.71K	Hold	285	–	–	﹤0.01%	350
2019 Q1	$3.19K	Buy	+285	New	+$4.17K	﹤0.01%	338

Other funds holding UNIT

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

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

EIM

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

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

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

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

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

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Kelly Financial Services's UNIT Position: Q3 2024 in Review

Kelly Financial Services sold out of Uniti Group (UNIT) in Q3 2024, closing a stake of 285 shares — an estimated $832 sold.

Kelly Financial Services first reported a position in UNIT in Q1 2019 and held it in 22 quarters. The position peaked at $285K in Q2 2021. 337 funds tracked by Wall St. Rank hold UNIT as of Q3 2024.

Kelly Financial Services reported no remaining Uniti Group position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 285 Uniti Group shares in Q3 2024, an estimated $832.
Kelly Financial Services first reported a position in Uniti Group in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Uniti Group position peaked at $285K in Q2 2021.
337 funds tracked by Wall St. Rank held Uniti Group as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.