Valeo Financial Advisors’s Unity U Stock Holding History

Valeo Financial Advisors’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 Q1	–	Sell	-3,940	Closed	-$563K	–	690
2021 Q4	$563K	Buy	+3,940	New	+$602K	0.03%	281
2021 Q2	–	Sell	-176	Closed	-$18K	–	1732
2021 Q1	$18K	Buy	176 +56	+47%	+$6.9K	﹤0.01%	1212
2020 Q4	$18K	Buy	120 +90	+300%	+$10.9K	﹤0.01%	1055
2020 Q3	$3K	Buy	+30	New	+$2.53K	﹤0.01%	1369

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

Valeo Financial Advisors's U Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Unity (U) in Q1 2022, closing a stake of 3,940 shares — an estimated $563K sold.

Valeo Financial Advisors first reported a position in U in Q3 2020 and held it in 4 quarters. The position peaked at $563K in Q4 2021. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

Valeo Financial Advisors reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
Valeo Financial Advisors sold 3,940 Unity shares in Q1 2022, an estimated $563K.
Valeo Financial Advisors first reported a position in Unity in Q3 2020 and held it in 4 quarters.
Valeo Financial Advisors's Unity position peaked at $563K in Q4 2021.
579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.