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Kelly Lawrence W & Associates’s Unity U Stock Holding History

Kelly Lawrence W & Associates’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
2022
Q3 		– Sell
-450
Closed -$17K – 185
2022
Q2 		$17K Hold
450
– – ﹤0.01% 141
2022
Q1 		$45K Hold
450
– – 0.01% 118
2021
Q4 		$64K Hold
450
– – 0.01% 113
2021
Q3 		$57K Hold
450
– – 0.01% 115
2021
Q2 		$49K Buy
450
+250
+125% +$24.6K 0.01% 119
2021
Q1 		$20K Buy
+200
New +$24.6K ﹤0.01% 135

Other funds holding U

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kelly Lawrence W & Associates's U Position: Q3 2022 in Review

Kelly Lawrence W & Associates sold out of Unity (U) in Q3 2022, closing a stake of 450 shares — an estimated $17K sold.

Kelly Lawrence W & Associates first reported a position in U in Q1 2021 and held it in 6 quarters. The position peaked at $64K in Q4 2021. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • Kelly Lawrence W & Associates reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 450 Unity shares in Q3 2022, an estimated $17K.
  • Kelly Lawrence W & Associates first reported a position in Unity in Q1 2021 and held it in 6 quarters.
  • Kelly Lawrence W & Associates's Unity position peaked at $64K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2022, filed 15 Nov 2022.