Selective Wealth Management’s Uniti Group UNIT Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,600	Closed	-$11K	–	682
2022 Q3	$11K	Hold	1,600	–	–	﹤0.01%	511
2022 Q2	$15K	Buy	1,600 +40	+3%	+$462	0.01%	510
2022 Q1	$21K	Buy	+1,560	New	+$19.8K	0.01%	439
2021 Q2	–	Sell	-88	Closed	-$1K	–	551
2021 Q1	$1K	Sell	88 -57	-39%	-$687	﹤0.01%	383
2020 Q4	$2K	Buy	145 +42	+41%	+$437	﹤0.01%	347
2020 Q3	$1K	Hold	103	–	–	﹤0.01%	302
2020 Q2	$1K	Sell	103 -297	-74%	-$2.23K	﹤0.01%	409
2020 Q1	$2K	Buy	+400	New	+$3.14K	﹤0.01%	300
2018 Q3	$6K	Buy	+300	New	+$5.94K	0.07%	106

Other funds holding UNIT

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Selective Wealth Management's UNIT Position: Q4 2022 in Review

Selective Wealth Management sold out of Uniti Group (UNIT) in Q4 2022, closing a stake of 1,600 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in UNIT in Q3 2018 and held it in 9 quarters. The position peaked at $21K in Q1 2022. 308 funds tracked by Wall St. Rank hold UNIT as of Q4 2022.

Selective Wealth Management reported no remaining Uniti Group position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,600 Uniti Group shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in Uniti Group in Q3 2018 and held it in 9 quarters.
Selective Wealth Management's Uniti Group position peaked at $21K in Q1 2022.
308 funds tracked by Wall St. Rank held Uniti Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.