TFO
UNIT

Tarbox Family Office’s Uniti Group UNIT Stock Holding History

Tarbox Family Office’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
2021
Q2 		– Sell
-254
Closed -$3K – 1210
2021
Q1 		$3K Hold
254
– – ﹤0.01% 810
2020
Q4 		$3K Hold
254
– – ﹤0.01% 746
2020
Q3 		$3K Hold
254
– – ﹤0.01% 669
2020
Q2 		$2K Sell
254
-40
-14% -$300 ﹤0.01% 847
2020
Q1 		$2K Sell
294
-165
-36% -$1.29K ﹤0.01% 719
2019
Q4 		$4K Buy
+459
New +$3.32K ﹤0.01% 600

Other funds holding UNIT

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tarbox Family Office's UNIT Position: Q2 2021 in Review

Tarbox Family Office sold out of Uniti Group (UNIT) in Q2 2021, closing a stake of 254 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in UNIT in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 267 funds tracked by Wall St. Rank hold UNIT as of Q2 2021.

  • Tarbox Family Office reported no remaining Uniti Group position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 254 Uniti Group shares in Q2 2021, an estimated $3K.
  • Tarbox Family Office first reported a position in Uniti Group in Q4 2019 and held it in 6 quarters.
  • Tarbox Family Office's Uniti Group position peaked at $4K in Q4 2019.
  • 267 funds tracked by Wall St. Rank held Uniti Group as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.