Sandy Spring Bank’s Unity U Stock Holding History

Sandy Spring Bank’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
2025 Q1	$3.13K	Buy	160 +60	+60%	+$1.35K	﹤0.01%	994
2024 Q4	$2.25K	Sell	100 -221	-69%	-$4.92K	﹤0.01%	1054
2024 Q3	$7.26K	Buy	+321	New	+$5.54K	﹤0.01%	911
2024 Q2	–	Sell	-345	Closed	-$9.21K	–	1337
2024 Q1	$9.21K	Buy	345 +122	+55%	+$3.83K	﹤0.01%	862
2023 Q4	$9.12K	Hold	223	–	–	﹤0.01%	836
2023 Q3	$7K	Hold	223	–	–	﹤0.01%	878
2023 Q2	$9.68K	Hold	223	–	–	﹤0.01%	850
2023 Q1	$7.24K	Sell	223 -123	-36%	-$3.96K	﹤0.01%	880
2022 Q4	$9.89K	Sell	346 -100	-22%	-$3.13K	﹤0.01%	826
2022 Q3	$14K	Hold	446	–	–	﹤0.01%	741
2022 Q2	$16K	Hold	446	–	–	﹤0.01%	744
2022 Q1	$44K	Hold	446	–	–	﹤0.01%	566
2021 Q4	$64K	Hold	446	–	–	﹤0.01%	527
2021 Q3	$56K	Hold	446	–	–	﹤0.01%	539
2021 Q2	$49K	Hold	446	–	–	﹤0.01%	570
2021 Q1	$45K	Buy	446 +371	+495%	+$45.7K	﹤0.01%	528
2020 Q4	$12K	Buy	+75	New	+$9.12K	﹤0.01%	732

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Sandy Spring Bank's U Position: Q1 2025 in Review

Sandy Spring Bank increased its Unity (U) stake by 60% in Q1 2025, buying an estimated $1.35K and bringing the position to 160 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Sandy Spring Bank first reported a position in U in Q4 2020 and has held it in 17 quarters since. The position peaked at $64K in Q4 2021. 426 funds tracked by Wall St. Rank hold U as of Q1 2025.

Sandy Spring Bank held 160 shares of Unity worth $3.13K as of Q1 2025.
Sandy Spring Bank bought 60 Unity shares in Q1 2025, an estimated $1.35K.
Unity made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #994 holding.
Sandy Spring Bank first reported a position in Unity in Q4 2020 and has held it in 17 quarters since.
Sandy Spring Bank's Unity position peaked at $64K in Q4 2021.
426 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.