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Nalls Sherbakoff Group’s Unity U Stock Holding History

Nalls Sherbakoff 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
2023
Q4 		$409 Sell
10
-10
-50% -$308 ﹤0.01% 422
2023
Q3 		$628 Hold
20
– – ﹤0.01% 424
2023
Q2 		$595 Hold
20
– – ﹤0.01% 442
2023
Q1 		$587 Buy
+20
New +$643 ﹤0.01% 478

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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nalls Sherbakoff Group's U Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Unity (U) stake by 50% in Q4 2023, selling an estimated $308 and leaving 10 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Nalls Sherbakoff Group first reported a position in U in Q1 2023 and has held it in 4 quarters since. The position peaked at $628 in Q3 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

  • Nalls Sherbakoff Group held 10 shares of Unity worth $409 as of Q4 2023.
  • Nalls Sherbakoff Group sold 10 Unity shares in Q4 2023, an estimated $308.
  • Unity made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #422 holding.
  • Nalls Sherbakoff Group first reported a position in Unity in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Unity position peaked at $628 in Q3 2023.
  • 529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.