SFS
UNIT

Sowell Financial Services’s Uniti Group UNIT Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,131
Closed -$34K – 2597
2021
Q1 		$34K Sell
3,131
-26
-0.8% -$313 ﹤0.01% 1822
2020
Q4 		$37K Buy
3,157
+15
+0.5% +$156 ﹤0.01% 1513
2020
Q3 		$33K Buy
3,142
+40
+1% +$387 ﹤0.01% 1356
2020
Q2 		$29K Buy
3,102
+586
+23% +$4.4K ﹤0.01% 1344
2020
Q1 		$15K Buy
2,516
+196
+8% +$1.54K ﹤0.01% 1489
2019
Q4 		$19K Sell
2,320
-5,988
-72% -$43.3K ﹤0.01% 1460
2019
Q3 		$65K Buy
+8,308
New +$69K 0.01% 933
2017
Q1 		– Sell
-1,012
Closed -$27K – 547
2016
Q4 		$27K Buy
+1,012
New +$27.3K 0.01% 395

Other funds holding UNIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $516M AUM 55.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Sowell Financial Services sold out of Uniti Group (UNIT) in Q2 2021, closing a stake of 3,131 shares — an estimated $34K sold.

Sowell Financial Services first reported a position in UNIT in Q4 2016 and held it in 8 quarters. The position peaked at $65K in Q3 2019. 268 funds tracked by Wall St. Rank hold UNIT as of Q2 2021.

  • Sowell Financial Services reported no remaining Uniti Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,131 Uniti Group shares in Q2 2021, an estimated $34K.
  • Sowell Financial Services first reported a position in Uniti Group in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Uniti Group position peaked at $65K in Q3 2019.
  • 268 funds tracked by Wall St. Rank held Uniti Group as of Q2 2021.

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