UR
U icon

USCA RIA’s Unity U Stock Holding History

USCA RIA’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
2021
Q2 		$2.23M Buy
20,270
+5,740
+40% +$564K 0.14% 203
2021
Q1 		$1.46M Sell
14,530
-920
-6% -$113K 0.1% 259
2020
Q4 		$2.37M Sell
15,450
-4,530
-23% -$551K 0.17% 131
2020
Q3 		$1.74M Buy
+19,980
New +$1.69M 0.14% 152

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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

USCA RIA's U Position: Q2 2021 in Review

USCA RIA increased its Unity (U) stake by 40% in Q2 2021, buying an estimated $564K and bringing the position to 20,270 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #203.

USCA RIA first reported a position in U in Q3 2020 and has held it in 4 quarters since. The position peaked at $2.37M in Q4 2020. 409 funds tracked by Wall St. Rank hold U as of Q2 2021.

  • USCA RIA held 20,270 shares of Unity worth $2.23M as of Q2 2021.
  • USCA RIA bought 5,740 Unity shares in Q2 2021, an estimated $564K.
  • Unity made up 0.14% of USCA RIA's portfolio in Q2 2021, its #203 holding.
  • USCA RIA first reported a position in Unity in Q3 2020 and has held it in 4 quarters since.
  • USCA RIA's Unity position peaked at $2.37M in Q4 2020.
  • 409 funds tracked by Wall St. Rank held Unity as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.