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Sowell Financial Services’s Unisys UIS Stock Holding History

Sowell Financial Services’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-614
Closed -$15K – 2588
2021
Q1 		$15K Sell
614
-551
-47% -$13.6K ﹤0.01% 2174
2020
Q4 		$23K Buy
1,165
+12
+1% +$173 ﹤0.01% 1683
2020
Q3 		$12K Buy
1,153
+362
+46% +$4.16K ﹤0.01% 1763
2020
Q2 		$9K Buy
791
+102
+15% +$1.18K ﹤0.01% 1743
2020
Q1 		$9K Buy
689
+178
+35% +$2.28K ﹤0.01% 1652
2019
Q4 		$6K Sell
511
-6
-1% -$60 ﹤0.01% 1869
2019
Q3 		$4K Buy
+517
New +$4.6K ﹤0.01% 1878

Other funds holding UIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's UIS Position: Q2 2021 in Review

Sowell Financial Services sold out of Unisys (UIS) in Q2 2021, closing a stake of 614 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in UIS in Q3 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2020. 183 funds tracked by Wall St. Rank hold UIS as of Q2 2021.

  • Sowell Financial Services reported no remaining Unisys position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 614 Unisys shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in Unisys in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Unisys position peaked at $23K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held Unisys as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.