Simplicity Solutions’s Unity Bancorp UNTY Stock Holding History

Simplicity Solutions’s Portfolio UNTY Stock Details UNTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,971	Closed	-$238K	–	708
2022 Q2	$238K	Buy	+8,971	New	+$252K	0.03%	512

Other funds holding UNTY

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Simplicity Solutions's UNTY Position: Q3 2022 in Review

Simplicity Solutions sold out of Unity Bancorp (UNTY) in Q3 2022, closing a stake of 8,971 shares — an estimated $238K sold.

Simplicity Solutions first reported a position in UNTY in Q2 2022 and held it in 1 quarter. The position peaked at $238K in Q2 2022. 64 funds tracked by Wall St. Rank hold UNTY as of Q3 2022.

Simplicity Solutions reported no remaining Unity Bancorp position as of Q3 2022 after selling out during the quarter.
Simplicity Solutions sold 8,971 Unity Bancorp shares in Q3 2022, an estimated $238K.
Simplicity Solutions first reported a position in Unity Bancorp in Q2 2022 and held it in 1 quarter.
Simplicity Solutions's Unity Bancorp position peaked at $238K in Q2 2022.
64 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2022.

Based on Simplicity Solutions's 13F filing for Q3 2022, filed 12 Oct 2022.