KFI
UNIT

Key Financial Inc’s Uniti Group UNIT Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-25
Closed -$144 – 1327
2023
Q4 		$144 Buy
+25
New +$127 ﹤0.01% 1284
2023
Q1 		– Sell
-428
Closed -$2.98K – 1217
2022
Q4 		$2.98K Hold
428
– – ﹤0.01% 886
2022
Q3 		$3K Hold
428
– – ﹤0.01% 914
2022
Q2 		$4K Hold
428
– – ﹤0.01% 857
2022
Q1 		$6K Hold
428
– – ﹤0.01% 767
2021
Q4 		$6K Hold
428
– – ﹤0.01% 694
2021
Q3 		$5K Hold
428
– – ﹤0.01% 715
2021
Q2 		$5K Hold
428
– – ﹤0.01% 694
2021
Q1 		$5K Hold
428
– – ﹤0.01% 603
2020
Q4 		$5K Buy
+428
New +$4.46K ﹤0.01% 565
2020
Q2 		– Sell
-428
Closed -$3K – 596
2020
Q1 		$3K Buy
+428
New +$3.36K ﹤0.01% 577

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Key Financial Inc's UNIT Position: Q1 2024 in Review

Key Financial Inc sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 25 shares — an estimated $144 sold.

Key Financial Inc first reported a position in UNIT in Q1 2020 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

  • Key Financial Inc reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 25 Uniti Group shares in Q1 2024, an estimated $144.
  • Key Financial Inc first reported a position in Uniti Group in Q1 2020 and held it in 11 quarters.
  • Key Financial Inc's Uniti Group position peaked at $6K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.