RA
UNIT

Rise Advisors’s Uniti Group UNIT Stock Holding History

Rise Advisors’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-458
Closed -$2.58K – 1222
2024
Q3 		$2.58K Hold
458
– – ﹤0.01% 1113
2024
Q2 		$1.34K Buy
458
+34
+8% +$142 ﹤0.01% 1140
2024
Q1 		$2.5K Buy
424
+11
+3% +$63 ﹤0.01% 1123
2023
Q4 		$2.39K Hold
413
– – ﹤0.01% 445
2023
Q3 		$1.95K Buy
413
+11
+3% +$56 ﹤0.01% 469
2023
Q2 		$1.86K Buy
402
+30
+8% +$113 ﹤0.01% 524
2023
Q1 		$1.32K Hold
372
– – ﹤0.01% 623
2022
Q4 		$2.06K Buy
372
+10
+3% +$69 ﹤0.01% 562
2022
Q3 		$3K Buy
362
+12
+3% +$111 ﹤0.01% 515
2022
Q2 		$3K Buy
350
+3
+0.9% +$35 ﹤0.01% 519
2022
Q1 		$5K Buy
347
+4
+1% +$51 ﹤0.01% 436
2021
Q4 		$4.8K Buy
+343
New +$4.57K ﹤0.01% 407

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Rise Advisors's UNIT Position: Q4 2024 in Review

Rise Advisors sold out of Uniti Group (UNIT) in Q4 2024, closing a stake of 458 shares — an estimated $2.58K sold.

Rise Advisors first reported a position in UNIT in Q4 2021 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 323 funds tracked by Wall St. Rank hold UNIT as of Q4 2024.

  • Rise Advisors reported no remaining Uniti Group position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 458 Uniti Group shares in Q4 2024, an estimated $2.58K.
  • Rise Advisors first reported a position in Uniti Group in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Uniti Group position peaked at $5K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Uniti Group as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.