Lloyd Advisory Services’s Unity U Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-628	Closed	-$62K	–	523
2022 Q1	$62K	Buy	628 +104	+20%	+$10.8K	0.03%	210
2021 Q4	$75K	Buy	524 +103	+24%	+$15.7K	0.03%	158
2021 Q3	$53K	Buy	421 +169	+67%	+$20K	0.03%	156
2021 Q2	$28K	Buy	252 +82	+48%	+$8.06K	0.01%	218
2021 Q1	$17K	Buy	+170	New	+$20.9K	0.01%	222

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Lloyd Advisory Services's U Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Unity (U) in Q2 2022, closing a stake of 628 shares — an estimated $62K sold.

Lloyd Advisory Services first reported a position in U in Q1 2021 and held it in 5 quarters. The position peaked at $75K in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Lloyd Advisory Services reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 628 Unity shares in Q2 2022, an estimated $62K.
Lloyd Advisory Services first reported a position in Unity in Q1 2021 and held it in 5 quarters.
Lloyd Advisory Services's Unity position peaked at $75K in Q4 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.