LF
UNIT

Lee Financial’s Uniti Group UNIT Stock Holding History

Lee Financial’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
2022
Q4 		– Sell
-195
Closed -$1K – 991
2022
Q3 		$1K Buy
+195
New +$1.81K ﹤0.01% 792
2020
Q3 		– Sell
-1,253
Closed -$12K – 574
2020
Q2 		$12K Hold
1,253
– – ﹤0.01% 345
2020
Q1 		$8K Hold
1,253
– – ﹤0.01% 334
2019
Q4 		$10K Hold
1,253
– – ﹤0.01% 353
2019
Q3 		$10K Hold
1,253
– – ﹤0.01% 347
2019
Q2 		$12K Hold
1,253
– – ﹤0.01% 331
2019
Q1 		$14K Buy
+1,253
New +$18.3K ﹤0.01% 296
2017
Q3 		– Sell
-400
Closed -$10K – 530
2017
Q2 		$10K Buy
+400
New +$10.4K ﹤0.01% 327

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Lee Financial's UNIT Position: Q4 2022 in Review

Lee Financial sold out of Uniti Group (UNIT) in Q4 2022, closing a stake of 195 shares — an estimated $1K sold.

Lee Financial first reported a position in UNIT in Q2 2017 and held it in 8 quarters. The position peaked at $14K in Q1 2019. 308 funds tracked by Wall St. Rank hold UNIT as of Q4 2022.

  • Lee Financial reported no remaining Uniti Group position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 195 Uniti Group shares in Q4 2022, an estimated $1K.
  • Lee Financial first reported a position in Uniti Group in Q2 2017 and held it in 8 quarters.
  • Lee Financial's Uniti Group position peaked at $14K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held Uniti Group as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.