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Koss-Olinger Consulting’s Unity U Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-5,500
Closed -$225K – 292
2023
Q4 		$225K Buy
+5,500
New +$170K 0.02% 285
2023
Q3 		– Sell
-5,500
Closed -$239K – 308
2023
Q2 		$239K Buy
+5,500
New +$176K 0.03% 220
2021
Q3 		– Sell
-25,500
Closed -$2.8M – 275
2021
Q2 		$2.8M Hold
25,500
– – 0.42% 26
2021
Q1 		$2.56M Buy
+25,500
New +$3.14M 0.44% 28

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

Koss-Olinger Consulting's U Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Unity (U) in Q1 2024, closing a stake of 5,500 shares — an estimated $225K sold.

Koss-Olinger Consulting first reported a position in U in Q1 2021 and held it in 4 quarters. The position peaked at $2.8M in Q2 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 5,500 Unity shares in Q1 2024, an estimated $225K.
  • Koss-Olinger Consulting first reported a position in Unity in Q1 2021 and held it in 4 quarters.
  • Koss-Olinger Consulting's Unity position peaked at $2.8M in Q2 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.