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Steward Financial Group’s Unity U Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+75
New +$2.89K ﹤0.01% 1054
2022
Q1 		– Sell
-70
Closed -$10K – 353
2021
Q4 		$10K Buy
+70
New +$10.7K 0.01% 160

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's U Position: Q3 2023 in Review

Steward Financial Group opened a new position in Unity (U) in Q3 2023: 75 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in U as recently as Q4 2021.

Steward Financial Group first reported a position in U in Q4 2021 and has held it in 2 quarters since. The position peaked at $10K in Q4 2021. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

  • Steward Financial Group held 75 shares of Unity worth $2K as of Q3 2023.
  • Unity was a new Steward Financial Group position in Q3 2023.
  • Unity made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1054 holding.
  • Steward Financial Group first reported a position in Unity in Q4 2021 and has held it in 2 quarters since.
  • Steward Financial Group's Unity position peaked at $10K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.