Sowell Financial Services’s Unity U Stock Holding History

Sowell Financial Services’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
2024 Q1	–	Sell	-17,460	Closed	-$714K	–	587
2023 Q4	$714K	Buy	17,460 +2,413	+16%	+$74.4K	0.04%	383
2023 Q3	$472K	Buy	15,047 +4,579	+44%	+$176K	0.03%	411
2023 Q2	$455K	Buy	+10,468	New	+$335K	0.03%	471
2021 Q2	–	Sell	-270	Closed	-$24K	–	2568
2021 Q1	$24K	Buy	270 +94	+53%	+$11.6K	﹤0.01%	1985
2020 Q4	$27K	Buy	176 +131	+291%	+$15.9K	﹤0.01%	1620
2020 Q3	$4K	Buy	+45	New	+$3.79K	﹤0.01%	2083

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sowell Financial Services's U Position: Q1 2024 in Review

Sowell Financial Services sold out of Unity (U) in Q1 2024, closing a stake of 17,460 shares — an estimated $714K sold.

Sowell Financial Services first reported a position in U in Q3 2020 and held it in 6 quarters. The position peaked at $714K in Q4 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

Sowell Financial Services reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
Sowell Financial Services sold 17,460 Unity shares in Q1 2024, an estimated $714K.
Sowell Financial Services first reported a position in Unity in Q3 2020 and held it in 6 quarters.
Sowell Financial Services's Unity position peaked at $714K in Q4 2023.
472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.