Shelton Capital Management’s Uniti Group UNIT Stock Holding History

Shelton Capital 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
2024 Q4	–	Sell	-11,564	Closed	-$65.2K	–	784
2024 Q3	$65.2K	Hold	11,564	–	–	﹤0.01%	746
2024 Q2	$33.8K	Hold	11,564	–	–	﹤0.01%	716
2024 Q1	$68.2K	Hold	11,564	–	–	﹤0.01%	737
2023 Q4	$66.8K	Sell	11,564 -3,306	-22%	-$16.8K	﹤0.01%	725
2023 Q3	$70.2K	Hold	14,870	–	–	﹤0.01%	695
2023 Q2	$68.7K	Hold	14,870	–	–	﹤0.01%	722
2023 Q1	$52.8K	Hold	14,870	–	–	﹤0.01%	726
2022 Q4	$82.2K	Hold	14,870	–	–	0.01%	675
2022 Q3	$103K	Hold	14,870	–	–	﹤0.01%	675
2022 Q2	$140K	Hold	14,870	–	–	0.01%	700
2022 Q1	$205K	Sell	14,870 -621	-4%	-$7.86K	0.01%	771
2021 Q4	$217K	Hold	15,491	–	–	0.01%	751
2021 Q3	$192K	Hold	15,491	–	–	0.01%	780
2021 Q2	$164K	Hold	15,491	–	–	0.01%	813
2021 Q1	$171K	Buy	15,491 +2,505	+19%	+$30.2K	0.01%	789
2020 Q4	$152K	Sell	12,986 -858	-6%	-$8.94K	0.01%	704
2020 Q3	$146K	Hold	13,844	–	–	0.01%	720
2020 Q2	$129K	Sell	13,844 -2,019	-13%	-$15.1K	0.01%	632
2020 Q1	$96K	Buy	+15,863	New	+$124K	0.01%	594
2017 Q3	–	Sell	-9,408	Closed	-$237K	–	874
2017 Q2	$237K	Hold	9,408	–	–	0.02%	725
2017 Q1	$243K	Hold	9,408	–	–	0.02%	692
2016 Q4	$239K	Hold	9,408	–	–	0.02%	743
2016 Q3	$296K	Buy	+9,408	New	+$289K	0.02%	578

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SCP

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

Shelton Capital Management's UNIT Position: Q4 2024 in Review

Shelton Capital Management sold out of Uniti Group (UNIT) in Q4 2024, closing a stake of 11,564 shares — an estimated $65.2K sold.

Shelton Capital Management first reported a position in UNIT in Q3 2016 and held it in 23 quarters. The position peaked at $296K in Q3 2016. 323 funds tracked by Wall St. Rank hold UNIT as of Q4 2024.

Shelton Capital Management reported no remaining Uniti Group position as of Q4 2024 after selling out during the quarter.
Shelton Capital Management sold 11,564 Uniti Group shares in Q4 2024, an estimated $65.2K.
Shelton Capital Management first reported a position in Uniti Group in Q3 2016 and held it in 23 quarters.
Shelton Capital Management's Uniti Group position peaked at $296K in Q3 2016.
323 funds tracked by Wall St. Rank held Uniti Group as of Q4 2024.

Based on Shelton Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.