SBF
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Sara-Bay Financial’s Unity U Stock Holding History

Sara-Bay Financial’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
-148,380
Closed -$3.36M – 89
2024
Q3 		$3.36M Sell
148,380
-4,112
-3% -$71K 1.22% 16
2024
Q2 		$2.48M Sell
152,492
-1,048
-0.7% -$22.4K 1.01% 15
2024
Q1 		$4.09M Buy
153,540
+594
+0.4% +$18.7K 1.83% 13
2023
Q4 		$6.25M Buy
+152,946
New +$4.71M 3.05% 10

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

Sara-Bay Financial's U Position: Q4 2024 in Review

Sara-Bay Financial sold out of Unity (U) in Q4 2024, closing a stake of 148,380 shares — an estimated $3.36M sold.

Sara-Bay Financial first reported a position in U in Q4 2023 and held it in 4 quarters. The position peaked at $6.25M in Q4 2023. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Sara-Bay Financial reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Sara-Bay Financial sold 148,380 Unity shares in Q4 2024, an estimated $3.36M.
  • Sara-Bay Financial first reported a position in Unity in Q4 2023 and held it in 4 quarters.
  • Sara-Bay Financial's Unity position peaked at $6.25M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Sara-Bay Financial's 13F filing for Q4 2024, filed 15 Jan 2025.