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Orion Capital Management’s Unity U Stock Holding History

Orion Capital Management’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
Q2 		– Sell
-100
Closed -$2.67K – 503
2024
Q1 		$2.67K Hold
100
– – ﹤0.01% 450
2023
Q4 		$4.09K Hold
100
– – ﹤0.01% 438
2023
Q3 		$3.14K Buy
+100
New +$3.85K ﹤0.01% 436
2023
Q2 		– Sell
-100
Closed -$3.24K – 407
2023
Q1 		$3.24K Hold
100
– – ﹤0.01% 422
2022
Q4 		$2.86K Sell
100
-180
-64% -$5.64K ﹤0.01% 366
2022
Q3 		$9K Hold
280
– – 0.01% 324
2022
Q2 		$10K Buy
280
+180
+180% +$10.2K 0.01% 322
2022
Q1 		$10K Hold
100
– – 0.01% 333
2021
Q4 		$14K Buy
+100
New +$15.3K 0.01% 288

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Orion Capital Management's U Position: Q2 2024 in Review

Orion Capital Management sold out of Unity (U) in Q2 2024, closing a stake of 100 shares — an estimated $2.67K sold.

Orion Capital Management first reported a position in U in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Orion Capital Management reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Orion Capital Management sold 100 Unity shares in Q2 2024, an estimated $2.67K.
  • Orion Capital Management first reported a position in Unity in Q4 2021 and held it in 9 quarters.
  • Orion Capital Management's Unity position peaked at $14K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Orion Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.