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Unified Ser Tr shares owned by Toroso Investments

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Toroso Investments from 13F filings

Historical chart of Toroso Investments investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Toroso Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Toroso Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 5.4k 38.51
2024-06-30 $669k 19k 35.88
2024-03-31 $703k 19k 37.92
2023-12-31 $767k 21k 37.01
2023-09-30 $1.1M 31k 34.46
2023-06-30 $1.8M 51k 35.36
2023-03-31 $2.4M 73k 33.37
2022-12-31 $2.4M 76k 31.76
2022-09-30 $2.2M 76k 29.05
2022-06-30 $2.3M 75k 30.38
2022-03-31 $2.6M 74k 35.24
2021-12-31 $3.1M 84k 37.51
2021-09-30 $3.1M 86k 35.81
2021-06-30 $3.0M 83k 36.02
2021-03-31 $3.0M 89k 33.63