Westwood Holdings Group’s Unity U Stock Holding History

Westwood Holdings Group’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 Q3	–	Sell	-22,274	Closed	-$820K	–	482
2022 Q2	$820K	Buy	+22,274	New	+$1.26M	0.01%	359

Other funds holding U

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

SXM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Westwood Holdings Group's U Position: Q3 2022 in Review

Westwood Holdings Group sold out of Unity (U) in Q3 2022, closing a stake of 22,274 shares — an estimated $820K sold.

Westwood Holdings Group first reported a position in U in Q2 2022 and held it in 1 quarter. The position peaked at $820K in Q2 2022. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

Westwood Holdings Group reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
Westwood Holdings Group sold 22,274 Unity shares in Q3 2022, an estimated $820K.
Westwood Holdings Group first reported a position in Unity in Q2 2022 and held it in 1 quarter.
Westwood Holdings Group's Unity position peaked at $820K in Q2 2022.
473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Westwood Holdings Group's 13F filing for Q3 2022, filed 14 Nov 2022.