SWA
UNIT

Sutton Wealth Advisors’s Uniti Group UNIT Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-2,660
Closed -$14.7K – 1532
2022
Q4 		$14.7K Sell
2,660
-116
-4% -$796 0.01% 815
2022
Q3 		$19.3K Sell
2,776
-741
-21% -$6.88K 0.01% 675
2022
Q2 		$33.1K Sell
3,517
-89
-2% -$1.03K 0.01% 506
2022
Q1 		$49.6K Buy
3,606
+47
+1% +$595 0.02% 403
2021
Q4 		$49.9K Buy
3,559
+52
+1% +$693 0.02% 417
2021
Q3 		$43.4K Hold
3,507
– – 0.02% 437
2021
Q2 		$37.1K Sell
3,507
-95
-3% -$1.03K 0.01% 494
2021
Q1 		$39.7K Buy
3,602
+826
+30% +$9.96K 0.02% 454
2020
Q4 		$32.6K Buy
2,776
+21
+0.8% +$219 0.01% 477
2020
Q3 		$29K Buy
2,755
+1,397
+103% +$13.5K 0.01% 441
2020
Q2 		$12.7K Sell
1,358
-3,060
-69% -$23K 0.01% 646
2020
Q1 		$26.6K Buy
4,418
+1,345
+44% +$10.5K 0.02% 396
2019
Q4 		$25.2K Buy
+3,073
New +$22.2K 0.01% 511
2017
Q4 		– Sell
-474
Closed -$6.95K – 1112
2017
Q3 		$6.95K Hold
474
– – 0.01% 830
2017
Q2 		$11.9K Hold
474
– – 0.01% 702
2017
Q1 		$12.3K Hold
474
– – 0.01% 661
2016
Q4 		$12K Hold
474
– – 0.01% 639
2016
Q3 		$14.9K Hold
474
– – 0.01% 547
2016
Q2 		$13.7K Hold
474
– – 0.01% 550
2016
Q1 		$10.5K Buy
+474
New +$9.16K 0.01% 603

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sutton Wealth Advisors's UNIT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Uniti Group (UNIT) in Q1 2023, closing a stake of 2,660 shares — an estimated $14.7K sold.

Sutton Wealth Advisors first reported a position in UNIT in Q1 2016 and held it in 20 quarters. The position peaked at $49.9K in Q4 2021. 294 funds tracked by Wall St. Rank hold UNIT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Uniti Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,660 Uniti Group shares in Q1 2023, an estimated $14.7K.
  • Sutton Wealth Advisors first reported a position in Uniti Group in Q1 2016 and held it in 20 quarters.
  • Sutton Wealth Advisors's Uniti Group position peaked at $49.9K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Uniti Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.