M&R Capital Management’s Unity U Stock Holding History

M&R Capital 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
2024 Q1	–	Sell	-3,909	Closed	-$160K	–	636
2023 Q4	$160K	Buy	3,909 +205	+6%	+$6.32K	0.04%	161
2023 Q3	$116K	Sell	3,704 -1,346	-27%	-$51.8K	0.03%	176
2023 Q2	$219K	Buy	+5,050	New	+$162K	0.06%	138

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

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 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

Norges Bank Oslo, Norway $935B AUM

NAMA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

M&R Capital Management's U Position: Q1 2024 in Review

M&R Capital Management sold out of Unity (U) in Q1 2024, closing a stake of 3,909 shares — an estimated $160K sold.

M&R Capital Management first reported a position in U in Q2 2023 and held it in 3 quarters. The position peaked at $219K in Q2 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

M&R Capital Management reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 3,909 Unity shares in Q1 2024, an estimated $160K.
M&R Capital Management first reported a position in Unity in Q2 2023 and held it in 3 quarters.
M&R Capital Management's Unity position peaked at $219K in Q2 2023.
472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.