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Triumph Capital Management’s Unity U Stock Holding History

Triumph Capital Management’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
-8,465
Closed -$225K – 276
2024
Q1 		$225K Buy
+8,465
New +$266K 0.09% 199
2021
Q4 		– Sell
-5,299
Closed -$669K – 232
2021
Q3 		$669K Buy
+5,299
New +$627K 0.31% 79

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
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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital Research Global Investors
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

Triumph Capital Management's U Position: Q2 2024 in Review

Triumph Capital Management sold out of Unity (U) in Q2 2024, closing a stake of 8,465 shares — an estimated $225K sold.

Triumph Capital Management first reported a position in U in Q3 2021 and held it in 2 quarters. The position peaked at $669K in Q3 2021. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Triumph Capital Management reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Triumph Capital Management sold 8,465 Unity shares in Q2 2024, an estimated $225K.
  • Triumph Capital Management first reported a position in Unity in Q3 2021 and held it in 2 quarters.
  • Triumph Capital Management's Unity position peaked at $669K in Q3 2021.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Triumph Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.