LWM
U icon

Lyell Wealth Management’s Unity U Stock Holding History

Lyell Wealth 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
2022
Q4 		– Sell
-13,025
Closed -$415K – 200
2022
Q3 		$415K Sell
13,025
-748
-5% -$30.8K 0.07% 136
2022
Q2 		$507K Sell
13,773
-821
-6% -$46.6K 0.08% 131
2022
Q1 		$1.45M Buy
14,594
+4,232
+41% +$438K 0.19% 96
2021
Q4 		$1.48M Buy
+10,362
New +$1.58M 0.17% 91

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Lyell Wealth Management's U Position: Q4 2022 in Review

Lyell Wealth Management sold out of Unity (U) in Q4 2022, closing a stake of 13,025 shares — an estimated $415K sold.

Lyell Wealth Management first reported a position in U in Q4 2021 and held it in 4 quarters. The position peaked at $1.48M in Q4 2021. 460 funds tracked by Wall St. Rank hold U as of Q4 2022.

  • Lyell Wealth Management reported no remaining Unity position as of Q4 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 13,025 Unity shares in Q4 2022, an estimated $415K.
  • Lyell Wealth Management first reported a position in Unity in Q4 2021 and held it in 4 quarters.
  • Lyell Wealth Management's Unity position peaked at $1.48M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Lyell Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.