WLIM
U icon

White Lighthouse Investment Management’s Unity U Stock Holding History

White Lighthouse Investment 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
Q4 		– Sell
-35,000
Closed -$4.42M – 118
2021
Q3 		$4.42M Sell
35,000
-7,000
-17% -$829K 1.19% 22
2021
Q2 		$4.61M Buy
+42,000
New +$4.13M 1.26% 20

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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

White Lighthouse Investment Management's U Position: Q4 2021 in Review

White Lighthouse Investment Management sold out of Unity (U) in Q4 2021, closing a stake of 35,000 shares — an estimated $4.42M sold.

White Lighthouse Investment Management first reported a position in U in Q2 2021 and held it in 2 quarters. The position peaked at $4.61M in Q2 2021. 594 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • White Lighthouse Investment Management reported no remaining Unity position as of Q4 2021 after selling out during the quarter.
  • White Lighthouse Investment Management sold 35,000 Unity shares in Q4 2021, an estimated $4.42M.
  • White Lighthouse Investment Management first reported a position in Unity in Q2 2021 and held it in 2 quarters.
  • White Lighthouse Investment Management's Unity position peaked at $4.61M in Q2 2021.
  • 594 funds tracked by Wall St. Rank held Unity as of Q4 2021.

Based on White Lighthouse Investment Management's 13F filing for Q4 2021, filed 12 Jan 2022.