Monolith Management’s Unity U Stock Holding History

Monolith 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 Q4	–	Sell	-486,000	Closed	-$11M	–	29
2024 Q3	$11M	Buy	+486,000	New	+$8.39M	6.42%	8
2024 Q1	–	Sell	-326,250	Closed	-$13.3M	–	16
2023 Q4	$13.3M	Buy	+326,250	New	+$10.1M	6.99%	5

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

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

Monolith Management's U Position: Q4 2024 in Review

Monolith Management sold out of Unity (U) in Q4 2024, closing a stake of 486,000 shares — an estimated $11M sold.

Monolith Management first reported a position in U in Q4 2023 and held it in 2 quarters. The position peaked at $13.3M in Q4 2023. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

Monolith Management reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
Monolith Management sold 486,000 Unity shares in Q4 2024, an estimated $11M.
Monolith Management first reported a position in Unity in Q4 2023 and held it in 2 quarters.
Monolith Management's Unity position peaked at $13.3M in Q4 2023.
410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Monolith Management's 13F filing for Q4 2024, filed 14 Feb 2025.