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Sargent Bickham Lagudis’s Unity U Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$1.2K Hold
42
– – ﹤0.01% 954
2022
Q3 		$1K Sell
42
-6
-13% -$247 ﹤0.01% 952
2022
Q2 		$2K Buy
48
+6
+14% +$341 ﹤0.01% 948
2022
Q1 		$4K Hold
42
– – ﹤0.01% 826
2021
Q4 		$6K Buy
+42
New +$6.42K ﹤0.01% 782

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sargent Bickham Lagudis's U Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Unity (U) position steady in Q4 2022 at 42 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Sargent Bickham Lagudis first reported a position in U in Q4 2021 and has held it in 5 quarters since. The position peaked at $6K in Q4 2021. 460 funds tracked by Wall St. Rank hold U as of Q4 2022.

  • Sargent Bickham Lagudis held 42 shares of Unity worth $1.2K as of Q4 2022.
  • Sargent Bickham Lagudis left its Unity share count unchanged in Q4 2022.
  • Unity made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #954 holding.
  • Sargent Bickham Lagudis first reported a position in Unity in Q4 2021 and has held it in 5 quarters since.
  • Sargent Bickham Lagudis's Unity position peaked at $6K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.