OneDigital Investment Advisors’s Unity U Stock Holding History

OneDigital Investment Advisors’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 Q1	–	Sell	-6,549	Closed	-$268K	–	1157
2023 Q4	$268K	Sell	6,549 -623	-9%	-$19.2K	﹤0.01%	953
2023 Q3	$225K	Buy	7,172 +727	+11%	+$28K	﹤0.01%	899
2023 Q2	$280K	Sell	6,445 -203	-3%	-$6.5K	0.01%	856
2023 Q1	$216K	Sell	6,648 -2,542	-28%	-$81.8K	0.01%	890
2022 Q4	$263K	Buy	9,190 +2,011	+28%	+$63K	0.01%	705
2022 Q3	$229K	Buy	+7,179	New	+$295K	0.01%	673
2021 Q2	–	Sell	-4,701	Closed	-$472K	–	785
2021 Q1	$472K	Buy	+4,701	New	+$579K	0.02%	395

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NAMA

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

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

OneDigital Investment Advisors's U Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Unity (U) in Q1 2024, closing a stake of 6,549 shares — an estimated $268K sold.

OneDigital Investment Advisors first reported a position in U in Q1 2021 and held it in 7 quarters. The position peaked at $472K in Q1 2021. 473 funds tracked by Wall St. Rank hold U as of Q1 2024.

OneDigital Investment Advisors reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 6,549 Unity shares in Q1 2024, an estimated $268K.
OneDigital Investment Advisors first reported a position in Unity in Q1 2021 and held it in 7 quarters.
OneDigital Investment Advisors's Unity position peaked at $472K in Q1 2021.
473 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.