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Plato Investment Management’s Unity U Stock Holding History

Plato Investment 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
2025
Q1 		– Sell
-2,293
Closed -$51.7K – 613
2024
Q4 		$51.7K Hold
2,293
– – ﹤0.01% 493
2024
Q3 		$51.8K Sell
2,293
-21,851
-91% -$377K ﹤0.01% 451
2024
Q2 		$393K Buy
+24,144
New +$517K 0.04% 292

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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Plato Investment Management's U Position: Q1 2025 in Review

Plato Investment Management sold out of Unity (U) in Q1 2025, closing a stake of 2,293 shares — an estimated $51.7K sold.

Plato Investment Management first reported a position in U in Q2 2024 and held it in 3 quarters. The position peaked at $393K in Q2 2024. 425 funds tracked by Wall St. Rank hold U as of Q1 2025.

  • Plato Investment Management reported no remaining Unity position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 2,293 Unity shares in Q1 2025, an estimated $51.7K.
  • Plato Investment Management first reported a position in Unity in Q2 2024 and held it in 3 quarters.
  • Plato Investment Management's Unity position peaked at $393K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.