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Royal Fund Management’s Unity U Stock Holding History

Royal Fund Management’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
-18,040
Closed -$408K – 362
2024
Q3 		$408K Buy
18,040
+6,820
+61% +$118K 0.02% 264
2024
Q2 		$182K Sell
11,220
-50,100
-82% -$1.07M 0.01% 267
2024
Q1 		$1.64M Buy
61,320
+200
+0.3% +$6.29K 0.16% 160
2023
Q4 		$2.5M Sell
61,120
-2,300
-4% -$70.9K 0.28% 106
2023
Q3 		$1.99M Buy
+63,420
New +$2.44M 0.27% 114

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

Royal Fund Management's U Position: Q4 2024 in Review

Royal Fund Management sold out of Unity (U) in Q4 2024, closing a stake of 18,040 shares — an estimated $408K sold.

Royal Fund Management first reported a position in U in Q3 2023 and held it in 5 quarters. The position peaked at $2.5M in Q4 2023. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Royal Fund Management reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Royal Fund Management sold 18,040 Unity shares in Q4 2024, an estimated $408K.
  • Royal Fund Management first reported a position in Unity in Q3 2023 and held it in 5 quarters.
  • Royal Fund Management's Unity position peaked at $2.5M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Royal Fund Management's 13F filing for Q4 2024, filed 16 Jan 2025.