Unified Ser Tr shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Unified Ser Tr by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.5M | 71k | 35.88 |
| 2024-03-31 | $2.3M | 62k | 37.92 |
| 2023-12-31 | $1.8M | 49k | 37.01 |
| 2023-09-30 | $1.4M | 40k | 34.46 |
| 2023-06-30 | $1.4M | 40k | 35.36 |
| 2023-03-31 | $1.4M | 41k | 33.36 |