SIAG
UNIT

Safeguard Investment Advisory Group’s Uniti Group UNIT Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-24
Closed – – 673
2020
Q4 		$0 Buy
+24
New +$250 ﹤0.01% 790

Other funds holding UNIT

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Safeguard Investment Advisory Group's UNIT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Uniti Group (UNIT) in Q1 2021, closing a stake of 24 shares.

Safeguard Investment Advisory Group first reported a position in UNIT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 283 funds tracked by Wall St. Rank hold UNIT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Uniti Group position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 24 Uniti Group shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Uniti Group in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Uniti Group position peaked at $0 in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Uniti Group as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.