Simplicity Solutions’s Unity U Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-2,450	Closed	-$243K	–	702
2022 Q1	$243K	Sell	2,450 -2,882	-54%	-$299K	0.03%	546
2021 Q4	$762K	Buy	5,332 +2,708	+103%	+$414K	0.09%	275
2021 Q3	$331K	Buy	2,624 +681	+35%	+$80.6K	0.05%	391
2021 Q2	$213K	Buy	+1,943	New	+$191K	0.04%	485

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

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

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

Simplicity Solutions's U Position: Q2 2022 in Review

Simplicity Solutions sold out of Unity (U) in Q2 2022, closing a stake of 2,450 shares — an estimated $243K sold.

Simplicity Solutions first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $762K in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Simplicity Solutions reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Simplicity Solutions sold 2,450 Unity shares in Q2 2022, an estimated $243K.
Simplicity Solutions first reported a position in Unity in Q2 2021 and held it in 4 quarters.
Simplicity Solutions's Unity position peaked at $762K in Q4 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Simplicity Solutions's 13F filing for Q2 2022, filed 19 Jul 2022.