NFSG
UNIT

Newbridge Financial Services Group’s Uniti Group UNIT Stock Holding History

Newbridge Financial Services Group’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$6 – 1229
2024
Q1 		$6 Hold
1
– – ﹤0.01% 1171
2023
Q4 		$6 Hold
1
– – ﹤0.01% 1114
2023
Q3 		$5 Buy
+1
New +$5 ﹤0.01% 1279
2021
Q1 		– Sell
-32
Closed -$1K – 1431
2020
Q4 		$1K Hold
32
– – ﹤0.01% 1072
2020
Q3 		$0 Buy
+32
New +$310 ﹤0.01% 1053

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Newbridge Financial Services Group's UNIT Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 1 share — an estimated $6 sold.

Newbridge Financial Services Group first reported a position in UNIT in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1 Uniti Group share in Q2 2024, an estimated $6.
  • Newbridge Financial Services Group first reported a position in Uniti Group in Q3 2020 and held it in 5 quarters.
  • Newbridge Financial Services Group's Uniti Group position peaked at $1K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.