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Bel Air Investment Advisors’s Ubiquiti UI Stock Holding History

Bel Air Investment Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$386K Buy
1,237
+462
+60% +$135K 0.01% 291
2021
Q1 		$231K Buy
+775
New +$244K 0.01% 370

Other funds holding UI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bel Air Investment Advisors's UI Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Ubiquiti (UI) stake by 60% in Q2 2021, buying an estimated $135K and bringing the position to 1,237 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #291.

Bel Air Investment Advisors first reported a position in UI in Q1 2021 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold UI as of Q2 2021.

  • Bel Air Investment Advisors held 1,237 shares of Ubiquiti worth $386K as of Q2 2021.
  • Bel Air Investment Advisors bought 462 Ubiquiti shares in Q2 2021, an estimated $135K.
  • Ubiquiti made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #291 holding.
  • Bel Air Investment Advisors first reported a position in Ubiquiti in Q1 2021 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.