Unified Ser Tr shares owned by Rockefeller Capital Management
Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by Rockefeller Capital Management
from 13F filings
Historical chart of Rockefeller Capital Management investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Rockefeller Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 7.2k | 34.81 |
| 2023-06-30 | $183k | 8.0k | 22.96 |
| 2022-12-31 | $163k | 8.0k | 20.48 |
| 2022-09-30 | $172k | 9.3k | 18.56 |
| 2022-06-30 | $193k | 9.8k | 19.76 |
| 2022-03-31 | $166k | 7.2k | 22.93 |
| 2021-12-31 | $110k | 4.4k | 25.13 |
More positions owned by Rockefeller Capital Management
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