Lido Advisors
UNIT

Lido Advisors’s Uniti Group UNIT Stock Holding History

Lido Advisors’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
Q2 		– Sell
-106,199
Closed -$643K – 1483
2024
Q1 		$643K Buy
106,199
+25,149
+31% +$144K ﹤0.01% 814
2023
Q4 		$481K Sell
81,050
-520,455
-87% -$2.64M ﹤0.01% 873
2023
Q3 		$2.84M Sell
601,505
-50,084
-8% -$257K 0.02% 320
2023
Q2 		$3.01M Buy
651,589
+151,567
+30% +$570K 0.02% 301
2023
Q1 		$1.78M Buy
+500,022
New +$2.65M 0.02% 364
2021
Q3 		– Sell
-10,493
Closed -$111K – 1024
2021
Q2 		$111K Buy
+10,493
New +$114K ﹤0.01% 887

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Lido Advisors's UNIT Position: Q2 2024 in Review

Lido Advisors sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 106,199 shares — an estimated $643K sold.

Lido Advisors first reported a position in UNIT in Q2 2021 and held it in 6 quarters. The position peaked at $3.01M in Q2 2023. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Lido Advisors reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Lido Advisors sold 106,199 Uniti Group shares in Q2 2024, an estimated $643K.
  • Lido Advisors first reported a position in Uniti Group in Q2 2021 and held it in 6 quarters.
  • Lido Advisors's Uniti Group position peaked at $3.01M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.