NFG
UNIT

Next Financial Group’s Uniti Group UNIT Stock Holding History

Next Financial 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
2021
Q4 		$2K Buy
128
+70
+121% +$933 ﹤0.01% 2655
2021
Q3 		$1K Hold
58
– – ﹤0.01% 2691
2021
Q2 		$1K Hold
58
– – ﹤0.01% 2572
2021
Q1 		$1K Buy
58
+27
+87% +$326 ﹤0.01% 2470
2020
Q4 		$0 Buy
31
+14
+82% +$146 ﹤0.01% 2422
2020
Q3 		$0 Buy
+17
New +$165 ﹤0.01% 2222
2020
Q2 		– Sell
-17
Closed – – 1829
2020
Q1 		$0 Sell
17
-35
-67% -$275 ﹤0.01% 2416
2019
Q4 		$0 Hold
52
– – ﹤0.01% 2534
2019
Q3 		$0 Sell
52
-40
-43% -$332 ﹤0.01% 2433
2019
Q2 		$1K Buy
92
+52
+130% +$568 ﹤0.01% 2257
2019
Q1 		$0 Sell
40
-52
-57% -$761 ﹤0.01% 2107
2018
Q4 		$1K Buy
92
+52
+130% +$978 ﹤0.01% 1893
2018
Q3 		$1K Buy
+40
New +$792 ﹤0.01% 1432
2017
Q4 		– Sell
-1,045
Closed -$16K – 1347
2017
Q3 		$16K Sell
1,045
-170
-14% -$3.59K ﹤0.01% 1052
2017
Q2 		$31K Sell
1,215
-20
-2% -$518 0.01% 936
2017
Q1 		$34K Sell
1,235
-102
-8% -$2.72K 0.01% 850
2016
Q4 		$34K Buy
1,337
+150
+13% +$4.04K 0.01% 1116
2016
Q3 		$37K Buy
1,187
+351
+42% +$10.8K 0.01% 1087
2016
Q2 		$24K Sell
836
-85
-9% -$2.11K 0.01% 909
2016
Q1 		$20K Hold
921
– – 0.01% 942
2015
Q4 		$17K Sell
921
-1,297
-58% -$25K 0.01% 993
2015
Q3 		$39K Sell
2,218
-778
-26% -$16.7K 0.01% 712
2015
Q2 		$74K Buy
+2,996
New +$80.8K 0.03% 557

Other funds holding UNIT

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Next Financial Group's UNIT Position: Q4 2021 in Review

Next Financial Group increased its Uniti Group (UNIT) stake by 121% in Q4 2021, buying an estimated $933 and bringing the position to 128 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Next Financial Group first reported a position in UNIT in Q2 2015 and has held it in 23 quarters since. The position peaked at $74K in Q2 2015. 284 funds tracked by Wall St. Rank hold UNIT as of Q4 2021.

  • Next Financial Group held 128 shares of Uniti Group worth $2K as of Q4 2021.
  • Next Financial Group bought 70 Uniti Group shares in Q4 2021, an estimated $933.
  • Uniti Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2655 holding.
  • Next Financial Group first reported a position in Uniti Group in Q2 2015 and has held it in 23 quarters since.
  • Next Financial Group's Uniti Group position peaked at $74K in Q2 2015.
  • 284 funds tracked by Wall St. Rank held Uniti Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.