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YorkBridge Wealth Partners’s Unisys UIS Stock Holding History

YorkBridge Wealth Partners’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2
Closed – – 614
2019
Q2 		$0 Hold
2
– – ﹤0.01% 770
2019
Q1 		$0 Hold
2
– – ﹤0.01% 777
2018
Q4 		$0 Hold
2
– – ﹤0.01% 772
2018
Q3 		$0 Hold
2
– – ﹤0.01% 842
2018
Q2 		$0 Hold
2
– – ﹤0.01% 875
2018
Q1 		$0 Hold
2
– – ﹤0.01% 883
2017
Q4 		$0 Hold
2
– – ﹤0.01% 906
2017
Q3 		$0 Hold
2
– – ﹤0.01% 915
2017
Q2 		$0 Hold
2
– – ﹤0.01% 915
2017
Q1 		$0 Hold
2
– – ﹤0.01% 921
2016
Q4 		$0 Buy
+2
New +$25 ﹤0.01% 896

Other funds holding UIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

YorkBridge Wealth Partners's UIS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Unisys (UIS) in Q3 2019, closing a stake of 2 shares.

YorkBridge Wealth Partners first reported a position in UIS in Q4 2016 and held it in 11 quarters. The position peaked at $0 in Q2 2019. 190 funds tracked by Wall St. Rank hold UIS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Unisys position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2 Unisys shares in Q3 2019.
  • YorkBridge Wealth Partners first reported a position in Unisys in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Unisys position peaked at $0 in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Unisys as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.