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 – 2602
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 – 551
2016
Q4 		$27K Buy
+1,012
New +$27.3K 0.01% 395

Other funds holding UNIT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return