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Sterling Investment Advisors (Pennsylvania)’s Unity U Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-15,222
Closed -$1.51M – 629
2022
Q1 		$1.51M Buy
15,222
+1,065
+8% +$110K 0.43% 67
2021
Q4 		$2.02M Sell
14,157
-368
-3% -$56.2K 0.57% 57
2021
Q3 		$1.83M Buy
14,525
+2,850
+24% +$337K 0.55% 60
2021
Q2 		$1.28M Buy
+11,675
New +$1.15M 0.38% 76

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s U Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Unity (U) in Q2 2022, closing a stake of 15,222 shares — an estimated $1.51M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $2.02M in Q4 2021. 489 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 15,222 Unity shares in Q2 2022, an estimated $1.51M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Unity in Q2 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Unity position peaked at $2.02M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.