MSCM
UNIT

McElhenny Sheffield Capital Management’s Uniti Group UNIT Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-930
Closed -$5.14K – 585
2022
Q4 		$5.14K Buy
+930
New +$6.38K ﹤0.01% 400

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

McElhenny Sheffield Capital Management's UNIT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Uniti Group (UNIT) in Q1 2023, closing a stake of 930 shares — an estimated $5.14K sold.

McElhenny Sheffield Capital Management first reported a position in UNIT in Q4 2022 and held it in 1 quarter. The position peaked at $5.14K in Q4 2022. 294 funds tracked by Wall St. Rank hold UNIT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Uniti Group position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 930 Uniti Group shares in Q1 2023, an estimated $5.14K.
  • McElhenny Sheffield Capital Management first reported a position in Uniti Group in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Uniti Group position peaked at $5.14K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Uniti Group as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.