TSWM
UNIT

Tyler-Stone Wealth Management’s Uniti Group UNIT Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-8
Closed -$23 – 901
2024
Q2 		$23 Hold
8
– – ﹤0.01% 976
2024
Q1 		$47 Hold
8
– – ﹤0.01% 958
2023
Q4 		$46 Hold
8
– – ﹤0.01% 941
2023
Q3 		$0 Hold
8
– – ﹤0.01% 952
2023
Q2 		$0 Buy
+8
New +$30 ﹤0.01% 915
2022
Q4 		$0 Hold
8
– – ﹤0.01% 905
2022
Q3 		$0 Hold
8
– – ﹤0.01% 900
2022
Q2 		$0 Hold
8
– – ﹤0.01% 910
2022
Q1 		$0 Hold
8
– – ﹤0.01% 952
2021
Q4 		$0 Buy
+8
New +$107 ﹤0.01% 933

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Tyler-Stone Wealth Management's UNIT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Uniti Group (UNIT) in Q3 2024, closing a stake of 8 shares — an estimated $23 sold.

Tyler-Stone Wealth Management first reported a position in UNIT in Q4 2021 and held it in 10 quarters. The position peaked at $47 in Q1 2024. 337 funds tracked by Wall St. Rank hold UNIT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Uniti Group position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 8 Uniti Group shares in Q3 2024, an estimated $23.
  • Tyler-Stone Wealth Management first reported a position in Uniti Group in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Uniti Group position peaked at $47 in Q1 2024.
  • 337 funds tracked by Wall St. Rank held Uniti Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.