Toth Financial Advisory’s Unity U Stock Holding History

Toth Financial Advisory’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
2024 Q2	–	Sell	-600	Closed	-$16K	–	790
2024 Q1	$16K	Hold	600	–	–	﹤0.01%	410
2023 Q4	$24.5K	Hold	600	–	–	﹤0.01%	364
2023 Q3	$18.8K	Hold	600	–	–	﹤0.01%	379
2023 Q2	$26.1K	Sell	600 -105	-15%	-$3.36K	﹤0.01%	350
2023 Q1	$22.9K	Buy	705 +105	+18%	+$3.38K	﹤0.01%	367
2022 Q4	$17.2K	Hold	600	–	–	﹤0.01%	390
2022 Q3	$19K	Hold	600	–	–	﹤0.01%	385
2022 Q2	$22K	Hold	600	–	–	﹤0.01%	363
2022 Q1	$60K	Hold	600	–	–	0.01%	268
2021 Q4	$86K	Hold	600	–	–	0.01%	250
2021 Q3	$76K	Hold	600	–	–	0.01%	264
2021 Q2	$66K	Hold	600	–	–	0.01%	261
2021 Q1	$60K	Buy	600 +250	+71%	+$30.8K	0.01%	279
2020 Q4	$54K	Buy	350 +250	+250%	+$30.4K	0.01%	255
2020 Q3	$9K	Buy	+100	New	+$8.43K	﹤0.01%	387

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

Norges Bank Oslo, Norway $935B AUM

AIM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Toth Financial Advisory's U Position: Q2 2024 in Review

Toth Financial Advisory sold out of Unity (U) in Q2 2024, closing a stake of 600 shares — an estimated $16K sold.

Toth Financial Advisory first reported a position in U in Q3 2020 and held it in 15 quarters. The position peaked at $86K in Q4 2021. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

Toth Financial Advisory reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
Toth Financial Advisory sold 600 Unity shares in Q2 2024, an estimated $16K.
Toth Financial Advisory first reported a position in Unity in Q3 2020 and held it in 15 quarters.
Toth Financial Advisory's Unity position peaked at $86K in Q4 2021.
427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.