SWM
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Sugarloaf Wealth Management’s Unity U Stock Holding History

Sugarloaf Wealth Management’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
2021
Q4 		– Sell
-100
Closed -$13K – 779
2021
Q3 		$13K Sell
100
-300
-75% -$35.5K ﹤0.01% 494
2021
Q2 		$44K Buy
400
+100
+33% +$9.83K 0.01% 292
2021
Q1 		$30 Buy
+300
New +$37K 0.01% 348

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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Sugarloaf Wealth Management's U Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Unity (U) in Q4 2021, closing a stake of 100 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in U in Q1 2021 and held it in 3 quarters. The position peaked at $44K in Q2 2021. 594 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • Sugarloaf Wealth Management reported no remaining Unity position as of Q4 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Unity shares in Q4 2021, an estimated $13K.
  • Sugarloaf Wealth Management first reported a position in Unity in Q1 2021 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Unity position peaked at $44K in Q2 2021.
  • 594 funds tracked by Wall St. Rank held Unity as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.