OPS
UNT

Orion Portfolio Solutions’s UNIT Corporation UNT Stock Holding History

Orion Portfolio Solutions’s Portfolio UNT Stock Details UNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1
Closed – – 2475
2019
Q4 		$0 Buy
+1
New +$2 ﹤0.01% 2025

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's UNT Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of UNIT Corporation (UNT) in Q1 2020, closing a stake of 1 share.

Orion Portfolio Solutions first reported a position in UNT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 72 funds tracked by Wall St. Rank hold UNT as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining UNIT Corporation position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1 UNIT Corporation share in Q1 2020.
  • Orion Portfolio Solutions first reported a position in UNIT Corporation in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's UNIT Corporation position peaked at $0 in Q4 2019.
  • 72 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.