RJFSA
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Raymond James Financial Services Advisors’s Unity U Stock Holding History

Raymond James Financial Services Advisors’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
Q1 		– Sell
-10,000
Closed -$2.1M – 3504
2023
Q4 		$2.1M Hold
10,000
– – ﹤0.01% 1545
2023
Q3 		$2.1M Hold
10,000
– – ﹤0.01% 1481
2023
Q2 		$2.1M Hold
10,000
– – ﹤0.01% 1487
2023
Q1 		$2.1M Buy
+10,000
New +$322K ﹤0.01% 1466

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors's U Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Unity (U) stake by 60% in Q3 2024, selling an estimated $561K and leaving 21,706 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

Raymond James Financial Services Advisors first reported a position in U in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.48M in Q4 2021. 399 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,706 shares of Unity worth $491K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 32,478 Unity shares in Q3 2024, an estimated $561K.
  • Unity made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2633 holding.
  • Raymond James Financial Services Advisors first reported a position in Unity in Q3 2020 and has held it in 17 quarters since.
  • Raymond James Financial Services Advisors's Unity position peaked at $6.48M in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.