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Plante Moran Financial Advisors’s Unisys UIS Stock Holding History

Plante Moran Financial Advisors’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-261
Closed -$7K – 1092
2021
Q1 		$7K Buy
+261
New +$6.45K ﹤0.01% 722
2019
Q1 		– Sell
-24
Closed – – 937
2018
Q4 		$0 Buy
+24
New +$378 ﹤0.01% 969

Other funds holding UIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's UIS Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Unisys (UIS) in Q2 2021, closing a stake of 261 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in UIS in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 183 funds tracked by Wall St. Rank hold UIS as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Unisys position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 261 Unisys shares in Q2 2021, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Unisys in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Unisys position peaked at $7K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held Unisys as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.