AG
UEIC icon

Aperio Group’s Universal Electronics UEIC Stock Holding History

Aperio Group’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$331K Buy
6,314
+1,003
+19% +$46.3K ﹤0.01% 2143
2020
Q3 		$200K Sell
5,311
-1,352
-20% -$58.7K ﹤0.01% 2233
2020
Q2 		$312K Buy
6,663
+859
+15% +$36.1K ﹤0.01% 2010
2020
Q1 		$223K Sell
5,804
-873
-13% -$39.5K ﹤0.01% 2053
2019
Q4 		$349K Sell
6,677
-184
-3% -$9.86K ﹤0.01% 1993
2019
Q3 		$349K Buy
6,861
+566
+9% +$25.1K ﹤0.01% 1950
2019
Q2 		$258K Buy
+6,295
New +$252K ﹤0.01% 2080
2018
Q4 		– Sell
-13,885
Closed -$546K – 2338
2018
Q3 		$546K Buy
13,885
+6,229
+81% +$244K ﹤0.01% 1716
2018
Q2 		$253K Sell
7,656
-697
-8% -$26.2K ﹤0.01% 2075
2018
Q1 		$435K Buy
8,353
+3,522
+73% +$171K ﹤0.01% 1760
2017
Q4 		$228K Buy
4,831
+225
+5% +$12.5K ﹤0.01% 2090
2017
Q3 		$292K Sell
4,606
-95
-2% -$5.92K ﹤0.01% 1936
2017
Q2 		$314K Buy
4,701
+217
+5% +$14.4K ﹤0.01% 1870
2017
Q1 		$307K Sell
4,484
-1,466
-25% -$96.8K ﹤0.01% 1812
2016
Q4 		$384K Sell
5,950
-595
-9% -$40.4K ﹤0.01% 1662
2016
Q3 		$487K Buy
6,545
+387
+6% +$29.1K ﹤0.01% 1461
2016
Q2 		$445K Sell
6,158
-175
-3% -$11.5K ﹤0.01% 1450
2016
Q1 		$393K Buy
+6,333
New +$337K ﹤0.01% 1490

Other funds holding UEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aperio Group's UEIC Position: Q4 2020 in Review

Aperio Group increased its Universal Electronics (UEIC) stake by 19% in Q4 2020, buying an estimated $46.3K and bringing the position to 6,314 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Aperio Group first reported a position in UEIC in Q1 2016 and has held it in 18 quarters since. The position peaked at $546K in Q3 2018. 146 funds tracked by Wall St. Rank hold UEIC as of Q4 2020.

  • Aperio Group held 6,314 shares of Universal Electronics worth $331K as of Q4 2020.
  • Aperio Group bought 1,003 Universal Electronics shares in Q4 2020, an estimated $46.3K.
  • Universal Electronics made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2143 holding.
  • Aperio Group first reported a position in Universal Electronics in Q1 2016 and has held it in 18 quarters since.
  • Aperio Group's Universal Electronics position peaked at $546K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.