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WhitTier Trust Company’s Unity U Stock Holding History

WhitTier Trust Company’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
2024
Q2 		– Sell
-1,778
Closed -$47.5K – 1303
2024
Q1 		$47.5K Sell
1,778
-1,778
-50% -$55.9K ﹤0.01% 692
2023
Q4 		$145K Sell
3,556
-93
-3% -$2.87K ﹤0.01% 514
2023
Q3 		$115K Hold
3,649
– – ﹤0.01% 527
2023
Q2 		$158K Sell
3,649
-32
-0.9% -$1.02K 0.01% 494
2023
Q1 		$119K Sell
3,681
-24,131
-87% -$776K ﹤0.01% 529
2022
Q4 		$795K Buy
27,812
+33
+0.1% +$1.03K 0.03% 301
2022
Q3 		$885K Sell
27,779
-202
-0.7% -$8.31K 0.04% 281
2022
Q2 		$1.03M Buy
27,981
+154
+0.6% +$8.74K 0.04% 268
2022
Q1 		$2.76M Buy
27,827
+4,258
+18% +$441K 0.1% 171
2021
Q4 		$3.37M Buy
23,569
+2,146
+10% +$328K 0.12% 152
2021
Q3 		$2.71M Buy
21,423
+7,901
+58% +$935K 0.11% 159
2021
Q2 		$1.49M Buy
13,522
+11,804
+687% +$1.16M 0.06% 224
2021
Q1 		$172K Buy
+1,718
New +$212K 0.01% 456

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
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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

WhitTier Trust Company's U Position: Q2 2024 in Review

WhitTier Trust Company sold out of Unity (U) in Q2 2024, closing a stake of 1,778 shares — an estimated $47.5K sold.

WhitTier Trust Company first reported a position in U in Q1 2021 and held it in 13 quarters. The position peaked at $3.37M in Q4 2021. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • WhitTier Trust Company reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • WhitTier Trust Company sold 1,778 Unity shares in Q2 2024, an estimated $47.5K.
  • WhitTier Trust Company first reported a position in Unity in Q1 2021 and held it in 13 quarters.
  • WhitTier Trust Company's Unity position peaked at $3.37M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on WhitTier Trust Company's 13F filing for Q2 2024, filed 29 Jul 2024.