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Performa Ltd (US)’s Unity U Stock Holding History

Performa Ltd (US)’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
2025
Q3 		– Sell
-205
Closed -$4.96K – 61
2025
Q2 		$4.96K Sell
205
-100
-33% -$2.2K ﹤0.01% 39
2025
Q1 		$5.97K Hold
305
– – ﹤0.01% 39
2024
Q4 		$6.85K Sell
305
-345
-53% -$7.67K ﹤0.01% 34
2024
Q3 		$14.7K Sell
650
-2,150
-77% -$37.1K 0.01% 28
2024
Q2 		$45.5K Buy
2,800
+2,550
+1,020% +$54.6K 0.02% 24
2024
Q1 		$6.67K Buy
+250
New +$7.86K ﹤0.01% 39

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Performa Ltd (US)'s U Position: Q3 2025 in Review

Performa Ltd (US) sold out of Unity (U) in Q3 2025, closing a stake of 205 shares — an estimated $4.96K sold.

Performa Ltd (US) first reported a position in U in Q1 2024 and held it in 6 quarters. The position peaked at $45.5K in Q2 2024. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • Performa Ltd (US) reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • Performa Ltd (US) sold 205 Unity shares in Q3 2025, an estimated $4.96K.
  • Performa Ltd (US) first reported a position in Unity in Q1 2024 and held it in 6 quarters.
  • Performa Ltd (US)'s Unity position peaked at $45.5K in Q2 2024.
  • 548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Performa Ltd (US)'s 13F filing for Q3 2025, filed 4 Nov 2025.