Lindbrook Capital’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$271K Sell
13,834
-13,689
-50% -$309K 0.03% 332
2024
Q4
$618K Buy
27,523
+25,586
+1,321% +$569K 0.06% 191
2024
Q3
$43.8K Buy
1,937
+880
+83% +$15.2K ﹤0.01% 886
2024
Q2
$17.2K Buy
1,057
+455
+76% +$9.73K ﹤0.01% 1332
2024
Q1
$16.1K Buy
602
+407
+209% +$12.8K ﹤0.01% 1326
2023
Q4
$7.97K Sell
195
-149
-43% -$4.59K ﹤0.01% 1661
2023
Q3
$10.8K Sell
344
-173
-33% -$6.66K ﹤0.01% 1372
2023
Q2
$22.4K Buy
517
+210
+68% +$6.72K ﹤0.01% 1026
2023
Q1
$9.96K Sell
307
-266
-46% -$8.55K ﹤0.01% 1453
2022
Q4
$16.4K Buy
573
+455
+386% +$14.3K ﹤0.01% 1169
2022
Q3
$4K Buy
118
+14
+13% +$576 ﹤0.01% 1802
2022
Q2
$4K Sell
104
-96
-48% -$5.45K ﹤0.01% 1701
2022
Q1
$20K Buy
200
+100
+100% +$10.4K ﹤0.01% 1010
2021
Q4
$14K Buy
+100
New +$15.3K ﹤0.01% 1152
2021
Q1
Sell
-50
Closed -$8K 1946
2020
Q4
$8K Buy
+50
New +$6.08K ﹤0.01% 1012

Other funds holding U

Lindbrook Capital's U Position: Q1 2025 in Review

Lindbrook Capital reduced its Unity (U) stake by 50% in Q1 2025, selling an estimated $309K and leaving 13,834 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #332.

Lindbrook Capital first reported a position in U in Q4 2020 and has held it in 15 quarters since. The position peaked at $618K in Q4 2024. 426 funds tracked by Wall St. Rank hold U as of Q1 2025.

  • Lindbrook Capital held 13,834 shares of Unity worth $271K as of Q1 2025.
  • Lindbrook Capital sold 13,689 Unity shares in Q1 2025, an estimated $309K.
  • Unity made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #332 holding.
  • Lindbrook Capital first reported a position in Unity in Q4 2020 and has held it in 15 quarters since.
  • Lindbrook Capital's Unity position peaked at $618K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.