Concord Wealth Partners’s Universal Electronics UEIC Stock Holding History

Concord Wealth Partners’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
2024 Q1	–	Sell	-50	Closed	-$470	–	906
2023 Q4	$470	Hold	50	–	–	﹤0.01%	780
2023 Q3	$453	Hold	50	–	–	﹤0.01%	986
2023 Q2	$481	Hold	50	–	–	﹤0.01%	993
2023 Q1	$507	Hold	50	–	–	﹤0.01%	937
2022 Q4	$1.04K	Buy	+50	New	+$1.04K	﹤0.01%	1054
2022 Q3	–	Sell	-50	Closed	-$1K	–	1083
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1205
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1145
2021 Q4	$2K	Sell	50 -207	-81%	-$8.57K	﹤0.01%	1172
2021 Q3	$13K	Sell	257 -185	-42%	-$8.98K	0.01%	441
2021 Q2	$21K	Buy	442 +392	+784%	+$20.3K	0.01%	495
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	779
2020 Q4	$3K	Buy	+50	New	+$2.31K	﹤0.01%	503

Other funds holding UEIC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Concord Wealth Partners's UEIC Position: Q1 2024 in Review

Concord Wealth Partners sold out of Universal Electronics (UEIC) in Q1 2024, closing a stake of 50 shares — an estimated $470 sold.

Concord Wealth Partners first reported a position in UEIC in Q4 2020 and held it in 12 quarters. The position peaked at $21K in Q2 2021. 78 funds tracked by Wall St. Rank hold UEIC as of Q1 2024.

Concord Wealth Partners reported no remaining Universal Electronics position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 50 Universal Electronics shares in Q1 2024, an estimated $470.
Concord Wealth Partners first reported a position in Universal Electronics in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's Universal Electronics position peaked at $21K in Q2 2021.
78 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.