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Retirement Group’s Unity U Stock Holding History

Retirement 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
Q1 		$22.3K Buy
836
+835
+83,500% +$26.2K 0.01% 350
2023
Q4 		$41 Sell
1
-100
-99% -$3.08K ﹤0.01% 824
2023
Q3 		$3.17K Buy
101
+100
+10,000% +$3.85K ﹤0.01% 535
2023
Q2 		$43 Hold
1
– – ﹤0.01% 798
2023
Q1 		$0 Hold
1
– – ﹤0.01% 756
2022
Q4 		$0 Hold
1
– – ﹤0.01% 725
2022
Q3 		$0 Hold
1
– – ﹤0.01% 789
2022
Q2 		$0 Hold
1
– – ﹤0.01% 817
2022
Q1 		$0 Buy
+1
New +$104 ﹤0.01% 829
2021
Q2 		– Sell
-581
Closed -$58K – 774
2021
Q1 		$58K Buy
581
+534
+1,136% +$65.8K 0.03% 260
2020
Q4 		$7K Buy
+47
New +$5.71K ﹤0.01% 474

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
RA
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Retirement Group's U Position: Q1 2024 in Review

Retirement Group increased its Unity (U) stake by 83,500% in Q1 2024, buying an estimated $26.2K and bringing the position to 836 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #350.

Retirement Group first reported a position in U in Q4 2020 and has held it in 11 quarters since. The position peaked at $58K in Q1 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Retirement Group held 836 shares of Unity worth $22.3K as of Q1 2024.
  • Retirement Group bought 835 Unity shares in Q1 2024, an estimated $26.2K.
  • Unity made up 0.01% of Retirement Group's portfolio in Q1 2024, its #350 holding.
  • Retirement Group first reported a position in Unity in Q4 2020 and has held it in 11 quarters since.
  • Retirement Group's Unity position peaked at $58K in Q1 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.