LWCFA
U icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Unity U Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023
Q2 		– Sell
-75
Closed -$2.43K – 664
2023
Q1 		$2.43K Hold
75
– – ﹤0.01% 566
2022
Q4 		$2.14K Hold
75
– – ﹤0.01% 550
2022
Q3 		$2K Hold
75
– – ﹤0.01% 589
2022
Q2 		$3K Hold
75
– – ﹤0.01% 600
2022
Q1 		$7K Hold
75
– – ﹤0.01% 568
2021
Q4 		$11K Buy
+75
New +$11.5K ﹤0.01% 592

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's U Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Unity (U) in Q2 2023, closing a stake of 75 shares — an estimated $2.43K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in U in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 502 funds tracked by Wall St. Rank hold U as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 75 Unity shares in Q2 2023, an estimated $2.43K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Unity in Q4 2021 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Unity position peaked at $11K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.