World Equity Group’s Unity U Stock Holding History

World Equity 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
2023 Q2	–	Sell	-6,990	Closed	-$1.06M	–	546
2023 Q1	$1.06M	Buy	+6,990	New	+$225K	0.16%	155

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 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

World Equity Group's U Position: Q2 2023 in Review

World Equity Group sold out of Unity (U) in Q2 2023, closing a stake of 6,990 shares — an estimated $1.06M sold.

World Equity Group first reported a position in U in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 501 funds tracked by Wall St. Rank hold U as of Q2 2023.

World Equity Group reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 6,990 Unity shares in Q2 2023, an estimated $1.06M.
World Equity Group first reported a position in Unity in Q1 2023 and held it in 1 quarter.
World Equity Group's Unity position peaked at $1.06M in Q1 2023.
501 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.