CI
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Cavalier Investments’s Ubiquiti UI Stock Holding History

Cavalier Investments’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
2020
Q1 		– Sell
-13,400
Closed -$2.53M – 136
2019
Q4 		$2.53M Hold
13,400
– – 1.1% 24
2019
Q3 		$1.58M Hold
13,400
– – 0.68% 46
2019
Q2 		$1.76M Buy
+13,400
New +$1.94M 0.74% 40
2017
Q3 		– Sell
-25,800
Closed -$1.3M – 178
2017
Q2 		$1.3M Hold
25,800
– – 0.72% 27
2017
Q1 		$1.3M Buy
25,800
+17,300
+204% +$945K 0.73% 25
2016
Q4 		$491K Buy
8,500
+3,300
+63% +$180K 0.32% 67
2016
Q3 		$278K Buy
+5,200
New +$250K 0.17% 97

Other funds holding UI

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return