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Private Advisor Group’s Unity U Stock Holding History

Private Advisor Group’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
2024
Q4 		– Sell
-9,291
Closed -$210K – 2502
2024
Q3 		$210K Sell
9,291
-1,767
-16% -$30.5K ﹤0.01% 2180
2024
Q2 		$180K Buy
11,058
+810
+8% +$17.3K ﹤0.01% 2174
2024
Q1 		$274K Sell
10,248
-870
-8% -$27.3K ﹤0.01% 1905
2023
Q4 		$455K Buy
11,118
+2,611
+31% +$80.5K ﹤0.01% 1541
2023
Q3 		$267K Buy
8,507
+3,016
+55% +$116K ﹤0.01% 1712
2023
Q2 		$238K Buy
+5,491
New +$176K ﹤0.01% 1766
2022
Q2 		– Sell
-5,905
Closed -$586K – 2251
2022
Q1 		$586K Sell
5,905
-4,332
-42% -$449K ﹤0.01% 1348
2021
Q4 		$1.46M Buy
10,237
+2,616
+34% +$400K 0.01% 943
2021
Q3 		$963K Buy
7,621
+4,197
+123% +$497K 0.01% 1225
2021
Q2 		$376K Buy
+3,424
New +$336K ﹤0.01% 1534
2021
Q1 		– Sell
-6,298
Closed -$967K – 1977
2020
Q4 		$967K Buy
+6,298
New +$766K 0.01% 917

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Private Advisor Group's U Position: Q4 2024 in Review

Private Advisor Group sold out of Unity (U) in Q4 2024, closing a stake of 9,291 shares — an estimated $210K sold.

Private Advisor Group first reported a position in U in Q4 2020 and held it in 11 quarters. The position peaked at $1.46M in Q4 2021. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Private Advisor Group reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 9,291 Unity shares in Q4 2024, an estimated $210K.
  • Private Advisor Group first reported a position in Unity in Q4 2020 and held it in 11 quarters.
  • Private Advisor Group's Unity position peaked at $1.46M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.