SAM
UNIT

Synergy Asset Management’s Uniti Group UNIT Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-163
Closed -$918 – 794
2024
Q4 		$918 Buy
+163
New +$925 ﹤0.01% 725

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Synergy Asset Management's UNIT Position: Q1 2025 in Review

Synergy Asset Management sold out of Uniti Group (UNIT) in Q1 2025, closing a stake of 163 shares — an estimated $918 sold.

Synergy Asset Management first reported a position in UNIT in Q4 2024 and held it in 1 quarter. The position peaked at $918 in Q4 2024. 334 funds tracked by Wall St. Rank hold UNIT as of Q1 2025.

  • Synergy Asset Management reported no remaining Uniti Group position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 163 Uniti Group shares in Q1 2025, an estimated $918.
  • Synergy Asset Management first reported a position in Uniti Group in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Uniti Group position peaked at $918 in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Uniti Group as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.