Mendota Financial Group’s Unity U Stock Holding History

Mendota Financial Group’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 Q3	–	Sell	-10	Closed	-$163	–	1212
2024 Q2	$163	Hold	10	–	–	﹤0.01%	368
2024 Q1	$267	Hold	10	–	–	﹤0.01%	317
2023 Q4	$409	Buy	+10	New	+$308	﹤0.01%	357

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mendota Financial Group's U Position: Q3 2024 in Review

Mendota Financial Group sold out of Unity (U) in Q3 2024, closing a stake of 10 shares — an estimated $163 sold.

Mendota Financial Group first reported a position in U in Q4 2023 and held it in 3 quarters. The position peaked at $409 in Q4 2023. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

Mendota Financial Group reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
Mendota Financial Group sold 10 Unity shares in Q3 2024, an estimated $163.
Mendota Financial Group first reported a position in Unity in Q4 2023 and held it in 3 quarters.
Mendota Financial Group's Unity position peaked at $409 in Q4 2023.
398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Mendota Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.