LPP
UNIT

Life Planning Partners’s Uniti Group UNIT Stock Holding History

Life Planning Partners’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
-20
Closed -$116 – 230
2023
Q4 		$116 Buy
+20
New +$101 ﹤0.01% 257
2022
Q3 		$139 Hold
20
– – ﹤0.01% 182
2022
Q2 		$0 Hold
20
– – ﹤0.01% 192
2022
Q1 		$0 Hold
20
– – ﹤0.01% 186
2021
Q4 		$0 Buy
+20
New +$266 ﹤0.01% 171

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

Life Planning Partners's UNIT Position: Q1 2024 in Review

Life Planning Partners sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 20 shares — an estimated $116 sold.

Life Planning Partners first reported a position in UNIT in Q4 2021 and held it in 5 quarters. The position peaked at $139 in Q3 2022. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

  • Life Planning Partners reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 20 Uniti Group shares in Q1 2024, an estimated $116.
  • Life Planning Partners first reported a position in Uniti Group in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Uniti Group position peaked at $139 in Q3 2022.
  • 335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.