Tru Independence Asset Management 2’s Unity U Stock Holding History

Tru Independence Asset Management 2’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
2022 Q2	–	Sell	-2,060	Closed	-$204K	–	95
2022 Q1	$204K	Sell	2,060 -220	-10%	-$22.8K	0.12%	97
2021 Q4	$326K	Hold	2,280	–	–	0.17%	95
2021 Q3	$288K	Buy	2,280 +280	+14%	+$33.1K	0.2%	80
2021 Q2	$220K	Sell	2,000 -34,764	-95%	-$3.42M	0.15%	106
2021 Q1	$3.69M	Buy	+36,764	New	+$4.53M	2.92%	10

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

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

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

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

SXM

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

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

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

NAMA

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

Tru Independence Asset Management 2's U Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Unity (U) in Q2 2022, closing a stake of 2,060 shares — an estimated $204K sold.

Tru Independence Asset Management 2 first reported a position in U in Q1 2021 and held it in 5 quarters. The position peaked at $3.69M in Q1 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 2,060 Unity shares in Q2 2022, an estimated $204K.
Tru Independence Asset Management 2 first reported a position in Unity in Q1 2021 and held it in 5 quarters.
Tru Independence Asset Management 2's Unity position peaked at $3.69M in Q1 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.