Loring Wolcott & Coolidge Fiduciary Advisors’s Uniti Group UNIT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023 Q3	–	Sell	-397	Closed	-$1.83K	–	656
2023 Q2	$1.83K	Hold	397	–	–	﹤0.01%	613
2023 Q1	$1.41K	Hold	397	–	–	﹤0.01%	579
2022 Q4	$2.19K	Hold	397	–	–	﹤0.01%	549
2022 Q3	$3K	Hold	397	–	–	﹤0.01%	573
2022 Q2	$4K	Hold	397	–	–	﹤0.01%	588
2022 Q1	$5K	Hold	397	–	–	﹤0.01%	591
2021 Q4	$6K	Hold	397	–	–	﹤0.01%	647
2021 Q3	$5K	Hold	397	–	–	﹤0.01%	663
2021 Q2	$4K	Buy	+397	New	+$4.3K	﹤0.01%	773
2021 Q1	–	Sell	-397	Closed	-$5K	–	680
2020 Q4	$5K	Hold	397	–	–	﹤0.01%	693
2020 Q3	$4K	Hold	397	–	–	﹤0.01%	554
2020 Q2	$4K	Sell	397 -950	-71%	-$7.13K	﹤0.01%	547
2020 Q1	$8K	Buy	1,347 +950	+239%	+$7.45K	﹤0.01%	558
2019 Q4	$3K	Buy	+397	New	+$2.87K	﹤0.01%	635

Other funds holding UNIT

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UNIT Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Uniti Group (UNIT) in Q3 2023, closing a stake of 397 shares — an estimated $1.83K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UNIT in Q4 2019 and held it in 14 quarters. The position peaked at $8K in Q1 2020. 309 funds tracked by Wall St. Rank hold UNIT as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Uniti Group position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 397 Uniti Group shares in Q3 2023, an estimated $1.83K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Uniti Group in Q4 2019 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Uniti Group position peaked at $8K in Q1 2020.
309 funds tracked by Wall St. Rank held Uniti Group as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.