SFA
UNIT

Sequoia Financial Advisors’s Uniti Group UNIT Stock Holding History

Sequoia Financial Advisors’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
2024
Q2 		– Sell
-37,130
Closed -$219K – 1280
2024
Q1 		$219K Buy
37,130
+484
+1% +$2.77K ﹤0.01% 1010
2023
Q4 		$212K Sell
36,646
-1,507
-4% -$7.64K ﹤0.01% 1091
2023
Q3 		$180K Buy
38,153
+1,599
+4% +$8.19K ﹤0.01% 875
2023
Q2 		$169K Buy
+36,554
New +$137K ﹤0.01% 880
2017
Q3 		– Sell
-9,253
Closed -$233K – 306
2017
Q2 		$233K Sell
9,253
-1,204
-12% -$31.2K 0.03% 241
2017
Q1 		$270K Sell
10,457
-1,810
-15% -$48.2K 0.03% 220
2016
Q4 		$312K Buy
12,267
+3,175
+35% +$85.5K 0.04% 190
2016
Q3 		$286K Sell
9,092
-31
-0.3% -$952 0.05% 175
2016
Q2 		$264K Buy
+9,123
New +$226K 0.07% 190

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Sequoia Financial Advisors's UNIT Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 37,130 shares — an estimated $219K sold.

Sequoia Financial Advisors first reported a position in UNIT in Q2 2016 and held it in 9 quarters. The position peaked at $312K in Q4 2016. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 37,130 Uniti Group shares in Q2 2024, an estimated $219K.
  • Sequoia Financial Advisors first reported a position in Uniti Group in Q2 2016 and held it in 9 quarters.
  • Sequoia Financial Advisors's Uniti Group position peaked at $312K in Q4 2016.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.