Unified Ser Tr shares owned by Sanctuary Advisors
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Sanctuary Advisors
from 13F filings
Historical chart of Sanctuary Advisors investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Sanctuary Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Unified Ser Tr by Sanctuary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $328k | 7.4k | 44.33 |
| 2025-09-30 | $326k | 7.4k | 44.05 |
| 2025-06-30 | $292k | 7.4k | 39.48 |
| 2025-03-31 | $274k | 7.1k | 38.60 |
| 2024-12-31 | $209k | 4.9k | 42.67 |
| 2024-09-30 | $214k | 4.9k | 43.78 |