PS
UNIT

Planned Solutions’s Uniti Group UNIT Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-33
Closed -$186 – 594
2024
Q3 		$186 Buy
+33
New +$141 ﹤0.01% 635
2024
Q1 		– Sell
-33
Closed -$191 – 514
2023
Q4 		$191 Buy
+33
New +$167 ﹤0.01% 564

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Planned Solutions's UNIT Position: Q4 2024 in Review

Planned Solutions sold out of Uniti Group (UNIT) in Q4 2024, closing a stake of 33 shares — an estimated $186 sold.

Planned Solutions first reported a position in UNIT in Q4 2023 and held it in 2 quarters. The position peaked at $191 in Q4 2023. 323 funds tracked by Wall St. Rank hold UNIT as of Q4 2024.

  • Planned Solutions reported no remaining Uniti Group position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 33 Uniti Group shares in Q4 2024, an estimated $186.
  • Planned Solutions first reported a position in Uniti Group in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Uniti Group position peaked at $191 in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Uniti Group as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.