$520 Million is the total value of Unison Advisors LLC's 180 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HA | New | HAWAIIAN HOLDINGS INC | $261,000 | – | 9,812 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 7.6% |
| WISDOMTREE TR | 24 | Q3 2023 | 6.0% |
| HP INC | 24 | Q3 2023 | 1.8% |
| DISCOVER FINL SVCS | 24 | Q3 2023 | 1.3% |
| FIFTH THIRD BANCORP | 24 | Q3 2023 | 1.3% |
| MICRON TECHNOLOGY INC | 24 | Q3 2023 | 1.8% |
| CUMMINS INC | 24 | Q3 2023 | 1.6% |
| CAPITAL ONE FINL CORP | 24 | Q3 2023 | 1.1% |
| GENERAL MTRS CO | 24 | Q3 2023 | 1.1% |
| PRINCIPAL FINL GROUP INC | 24 | Q3 2023 | 1.0% |
View Unison Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-27 |
View Unison Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.