VFM
U icon

Vivid Financial Management’s Unity U Stock Holding History

Vivid Financial 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
2021
Q2 		– Sell
-4,785
Closed -$480K – 161
2021
Q1 		$480K Sell
4,785
-949
-17% -$117K 0.22% 65
2020
Q4 		$880K Buy
+5,734
New +$697K 0.42% 39

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

Vivid Financial Management's U Position: Q2 2021 in Review

Vivid Financial Management sold out of Unity (U) in Q2 2021, closing a stake of 4,785 shares — an estimated $480K sold.

Vivid Financial Management first reported a position in U in Q4 2020 and held it in 2 quarters. The position peaked at $880K in Q4 2020. 409 funds tracked by Wall St. Rank hold U as of Q2 2021.

  • Vivid Financial Management reported no remaining Unity position as of Q2 2021 after selling out during the quarter.
  • Vivid Financial Management sold 4,785 Unity shares in Q2 2021, an estimated $480K.
  • Vivid Financial Management first reported a position in Unity in Q4 2020 and held it in 2 quarters.
  • Vivid Financial Management's Unity position peaked at $880K in Q4 2020.
  • 409 funds tracked by Wall St. Rank held Unity as of Q2 2021.

Based on Vivid Financial Management's 13F filing for Q2 2021, filed 14 Jul 2021.