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Surevest’s Unity U Stock Holding History

Surevest’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
Q3 		– Sell
-100
Closed -$4K – 591
2022
Q2 		$4K Buy
+100
New +$5.68K ﹤0.01% 363

Other funds holding U

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Surevest's U Position: Q3 2022 in Review

Surevest sold out of Unity (U) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Surevest first reported a position in U in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • Surevest reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 100 Unity shares in Q3 2022, an estimated $4K.
  • Surevest first reported a position in Unity in Q2 2022 and held it in 1 quarter.
  • Surevest's Unity position peaked at $4K in Q2 2022.
  • 473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.