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Money Concepts Capital’s Unity U Stock Holding History

Money Concepts Capital’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
-334,300
Closed -$13.7M – 414
2023
Q4 		$13.7M Buy
334,300
+57,478
+21% +$1.77M 1.27% 12
2023
Q3 		$8.69M Buy
276,822
+27,431
+11% +$1.06M 0.91% 29
2023
Q2 		$10.8M Buy
+249,391
New +$7.99M 1.1% 13
2023
Q1 		– Sell
-5,558
Closed -$159K – 2718
2022
Q4 		$159K Buy
5,558
+231
+4% +$7.24K 0.01% 785
2022
Q3 		$170K Buy
5,327
+73
+1% +$3K 0.01% 456
2022
Q2 		$197K Buy
5,254
+51
+1% +$2.9K 0.02% 417
2022
Q1 		$516K Buy
5,203
+453
+10% +$46.9K 0.03% 428
2021
Q4 		$679K Buy
+4,750
New +$726K 0.06% 264

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Money Concepts Capital's U Position: Q1 2024 in Review

Money Concepts Capital sold out of Unity (U) in Q1 2024, closing a stake of 334,300 shares — an estimated $13.7M sold.

Money Concepts Capital first reported a position in U in Q4 2021 and held it in 8 quarters. The position peaked at $13.7M in Q4 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Money Concepts Capital reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Money Concepts Capital sold 334,300 Unity shares in Q1 2024, an estimated $13.7M.
  • Money Concepts Capital first reported a position in Unity in Q4 2021 and held it in 8 quarters.
  • Money Concepts Capital's Unity position peaked at $13.7M in Q4 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.