Liberty Wealth Management’s Uniti Group UNIT Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-340	Closed	-$4K	–	1042
2021 Q3	$4K	Hold	340	–	–	﹤0.01%	990
2021 Q2	$4K	Sell	340 -2,184	-87%	-$23.7K	﹤0.01%	846
2021 Q1	$31K	Hold	2,524	–	–	0.02%	384
2020 Q4	$31K	Hold	2,524	–	–	0.02%	382
2020 Q3	$27K	Hold	2,524	–	–	0.02%	355
2020 Q2	$24K	Hold	2,524	–	–	0.02%	353
2020 Q1	$15K	Hold	2,524	–	–	0.01%	410
2019 Q4	$21K	Hold	2,524	–	–	0.02%	409
2019 Q3	$20K	Sell	2,524 -44	-2%	-$365	0.02%	399
2019 Q2	$24K	Buy	2,568 +2,228	+655%	+$24.3K	0.02%	384
2019 Q1	$3K	Hold	340	–	–	﹤0.01%	608
2018 Q4	$5K	Buy	+340	New	+$6.39K	﹤0.01%	558

Other funds holding UNIT

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

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

EIM

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Liberty Wealth Management's UNIT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Uniti Group (UNIT) in Q4 2021, closing a stake of 340 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in UNIT in Q4 2018 and held it in 12 quarters. The position peaked at $31K in Q1 2021. 284 funds tracked by Wall St. Rank hold UNIT as of Q4 2021.

Liberty Wealth Management reported no remaining Uniti Group position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 340 Uniti Group shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in Uniti Group in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Uniti Group position peaked at $31K in Q1 2021.
284 funds tracked by Wall St. Rank held Uniti Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.