RE Dickinson Investment Advisors’s Unity U Stock Holding History

RE Dickinson Investment 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
2023 Q4	–	Sell	-58	Closed	-$2K	–	280
2023 Q3	$2K	Buy	58 +5	+9%	+$193	﹤0.01%	239
2023 Q2	$2K	Hold	53	–	–	﹤0.01%	345
2023 Q1	$2K	Hold	53	–	–	﹤0.01%	372
2022 Q4	$2K	Hold	53	–	–	﹤0.01%	352
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	228
2022 Q2	$2	Hold	53	–	–	﹤0.01%	261
2022 Q1	$5K	Buy	53 +4	+8%	+$414	﹤0.01%	222
2021 Q4	$7K	Buy	+49	New	+$7.49K	0.01%	196

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

RE Dickinson Investment Advisors's U Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Unity (U) in Q4 2023, closing a stake of 58 shares — an estimated $2K sold.

RE Dickinson Investment Advisors first reported a position in U in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q4 2021. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 58 Unity shares in Q4 2023, an estimated $2K.
RE Dickinson Investment Advisors first reported a position in Unity in Q4 2021 and held it in 8 quarters.
RE Dickinson Investment Advisors's Unity position peaked at $7K in Q4 2021.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.