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MPS Loria Financial Planners’s Unisys UIS Stock Holding History

MPS Loria Financial Planners’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$2K – 535
2021
Q1 		$2K Hold
100
– – ﹤0.01% 457
2020
Q4 		$2K Hold
100
– – ﹤0.01% 490
2020
Q3 		$1K Hold
100
– – ﹤0.01% 314
2020
Q2 		$1K Buy
+100
New +$1.16K ﹤0.01% 322
2017
Q3 		– Sell
-100
Closed -$1K – 315
2017
Q2 		$1K Buy
+100
New +$1.22K ﹤0.01% 379

Other funds holding UIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's UIS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Unisys (UIS) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in UIS in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 183 funds tracked by Wall St. Rank hold UIS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Unisys position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Unisys shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Unisys in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Unisys position peaked at $2K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held Unisys as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.