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Capital Advisors Ltd’s Universal Electronics UEIC Stock Holding History

Capital Advisors Ltd’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
2023
Q1 		– Sell
-14
Closed – – 1561
2022
Q4 		$0 Buy
+14
New +$290 ﹤0.01% 1656
2015
Q1 		– Sell
-143
Closed -$9K – 335
2014
Q4 		$9K Sell
143
-496
-78% -$28.5K ﹤0.01% 262
2014
Q3 		$31K Hold
639
– – 0.02% 207
2014
Q2 		$31K Hold
639
– – 0.02% 211
2014
Q1 		$25K Sell
639
-361
-36% -$13.9K 0.01% 226
2013
Q4 		$38K Buy
+1,000
New +$37.3K 0.03% 165

Other funds holding UEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital Advisors Ltd's UEIC Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Universal Electronics (UEIC) in Q1 2023, closing a stake of 14 shares.

Capital Advisors Ltd first reported a position in UEIC in Q4 2013 and held it in 6 quarters. The position peaked at $38K in Q4 2013. 112 funds tracked by Wall St. Rank hold UEIC as of Q1 2023.

  • Capital Advisors Ltd reported no remaining Universal Electronics position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 14 Universal Electronics shares in Q1 2023.
  • Capital Advisors Ltd first reported a position in Universal Electronics in Q4 2013 and held it in 6 quarters.
  • Capital Advisors Ltd's Universal Electronics position peaked at $38K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.