Team Financial Group’s Unity U Stock Holding History

Team Financial Group’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
2023 Q4	–	Sell	-100	Closed	-$3.14K	–	234
2023 Q3	$3.14K	Buy	+100	New	+$3.85K	﹤0.01%	159

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Team Financial Group's U Position: Q4 2023 in Review

Team Financial Group sold out of Unity (U) in Q4 2023, closing a stake of 100 shares — an estimated $3.14K sold.

Team Financial Group first reported a position in U in Q3 2023 and held it in 1 quarter. The position peaked at $3.14K in Q3 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

Team Financial Group reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Team Financial Group sold 100 Unity shares in Q4 2023, an estimated $3.14K.
Team Financial Group first reported a position in Unity in Q3 2023 and held it in 1 quarter.
Team Financial Group's Unity position peaked at $3.14K in Q3 2023.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.