LifePro Asset Management’s Unity U Stock Holding History

LifePro Asset Management’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 Q3	$2.17M	Buy	+96,088	New	+$1.66M	1.33%	27
2022 Q3	–	Sell	-129,851	Closed	-$4.78M	–	125
2022 Q2	$4.78M	Buy	129,851 +54,127	+71%	+$3.07M	2.48%	17
2022 Q1	$7.51M	Sell	75,724 -11,599	-13%	-$1.2M	2.7%	16
2021 Q4	$12.5M	Buy	+87,323	New	+$13.3M	3.69%	5
2021 Q2	–	Sell	-86,154	Closed	-$8.64M	–	106
2021 Q1	$8.64M	Buy	+86,154	New	+$10.6M	2.73%	16

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePro Asset Management's U Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Unity (U) in Q3 2024: 96,088 shares worth $2.17M. The stake represents 1.33% of the portfolio and ranks #27 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in U as recently as Q2 2022.

LifePro Asset Management first reported a position in U in Q1 2021 and has held it in 5 quarters since. The position peaked at $12.5M in Q4 2021. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

LifePro Asset Management held 96,088 shares of Unity worth $2.17M as of Q3 2024.
Unity was a new LifePro Asset Management position in Q3 2024.
Unity made up 1.33% of LifePro Asset Management's portfolio in Q3 2024, its #27 holding.
LifePro Asset Management first reported a position in Unity in Q1 2021 and has held it in 5 quarters since.
LifePro Asset Management's Unity position peaked at $12.5M in Q4 2021.
398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.